VitalStone Financial, LLC

Business address
3009 Napier Park, Shavano Park, TX, 78231
Top securities (13F)
SGOV, QQQ, VUG, CLOI, IVV, VTV, NVDA, USMV, IJH, MOAT, GLD, VOO, BUFR, MUB, IXN, USDU, MSFT, FTSM, MAGS, and AAPL
State of incorporation
TX
Fiscal year end
31 December
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VitalStone Financial, LLC has filed 10 SEC EDGAR filings since 30 Jan 2023

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 11 Oct 2024 30 Sep 2024 028-22772
N-PX Open Document Open Filing 12 Aug 2024 12 Aug 2024 028-22772
13F-HR Open Document Open Filing 07 Aug 2024 30 Jun 2024 028-22772
13F-HR Open Document Open Filing 06 May 2024 31 Mar 2024 028-22772
13F-HR Open Document Open Filing 14 Feb 2024 31 Dec 2023 028-22772
13F-HR Open Document Open Filing 15 Nov 2023 30 Sep 2023 028-22772
13F-HR Open Document Open Filing 21 Aug 2023 30 Jun 2023 028-22772
13F-HR/A Open Document Open Filing 16 May 2023 31 Mar 2023 028-22772
13F-HR Open Document Open Filing 12 May 2023 31 Mar 2023 028-22772
13F-HR Open Document Open Filing 30 Jan 2023 31 Dec 2022 028-22772