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Disclosery

VitalStone Financial, LLC: XMPT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VitalStone Financial, LLC on XMPT, newest first. How the timeline and the estimate are built.

VitalStone Financial, LLC held 50,504 XMPT shares at 2024-09-30 per its 13F-HR filed 2024-10-11.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 50,504 shares
    Change vs previous 13F +10,115 shares

    0.8% of the 13F portfolio, value $1,170,173.

    13F-HR 0001963478-24-000005 filed by VitalStone Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-06-30
    13F 40,389 shares
    Change vs previous 13F -318 shares

    0.64% of the 13F portfolio, value $888,955.

    13F-HR 0001998574-24-000002 filed by VitalStone Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-03-31
    13F 40,707 shares
    Change vs previous 13F -35,242 shares

    0.67% of the 13F portfolio, value $881,000.

    13F-HR 0001963478-24-000003 filed by VitalStone Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2023-12-31
    13F 75,949 shares
    Change vs previous 13F -1,215 shares

    1.29% of the 13F portfolio, value $1,609,000.

    13F-HR 0001963478-24-000002 filed by VitalStone Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-09-30
    13F 77,164 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $1,505,000.

    13F-HR 0001963478-23-000005 filed by VitalStone Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).