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VitalStone Financial, LLC Info

VitalStone Financial, LLC info

VitalStone Financial, LLC (SEC CIK 1963478) first filed with the SEC on 2023-01-30 (Form 13F-HR) and has filed 10 times since, including 8 Form 13F-HR quarterly holdings reports. It is organized in TX and registered at 3009 NAPIER PARK, SHAVANO PARK, TX, 78231.

  • Name: Value VitalStone Financial, LLC.
  • SEC CIK: Value 1963478.
  • State of organization: Value TX.
  • Business address: Value 3009 NAPIER PARK, SHAVANO PARK, TX, 78231.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

FieldValue
NameVitalStone Financial, LLC
SEC CIK1963478
State of organizationTX
Business address3009 NAPIER PARK, SHAVANO PARK, TX, 78231
Mailing address3009 NAPIER PARK, SHAVANO PARK, TX, 78231
Phone2107829855
Fiscal year endDecember 31
Former namesNone filed

SEC Filing History

FieldValue
First SEC filing2023-01-30 (Form 13F-HR)
Latest SEC filing2024-10-11 (Form 13F-HR)
Filings on EDGAR10
First Form 13F-HR2023-01-30 (quarter ended 2022-12-31)
Latest Form 13F-HR2024-10-11 (quarter ended 2024-09-30)
Form 13F-HR filings8

Filings by Form

FormFilingsLatest
13F-HR82024-10-11
13F-HR/A12023-05-16
N-PX12024-08-12

Filings by Year

YearFilingsForm 13F-HR
202454
202354

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