VitalStone Financial, LLC PDCO β€” PATTERSON COS INC COM

Ownership history in VitalStone Financial, LLC  Β·  2 quarters on record

AI Ownership Summary

VitalStone Financial, LLC reported PATTERSON COS INC COM (PDCO) in 2 quarterly 13F filings from 2024 Q1 through 2024 Q2. The latest visible filing shows PDCO at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PDCO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was VitalStone Financial, LLC's position in PATTERSON COS INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q2

PDCO was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2024 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How VitalStone Financial, LLC held PDCO β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q2 UNCHANGED β€” β€” β€” 90 β€” 0% 0.00% $2K 2024-08-07 β€”
2024 Q1 INITIATED β€” β€” β€” 90 β€” β€” 0.00% $2K 2024-05-06 β€”

🏒 Other funds also holding PDCO

As of 2025 Q3 β€” sorted by position size

DUALITY ADVISERS, LP 3Y 7Y 0.07% VAN ECK ASSOCIATES CORP 3Y 7Y 0.0% DANSKE BANK A/S 0.0%

FAQ About VitalStone Financial, LLC and PDCO

These are the practical questions this page is built to answer before you even open the full history table.

How long has VitalStone Financial, LLC reported owning PDCO?

VitalStone Financial, LLC reported PDCO across 2 quarterly 13F filings, from 2024 Q1 through 2024 Q2.

What was the largest reported PDCO position in VitalStone Financial, LLC's portfolio?

The largest reported portfolio weight for PDCO was 0.00% in 2024 Q2.

What is the latest reported PDCO position on this page?

The most recent filing on this page is 2024 Q2, when VitalStone Financial, LLC reported 90 shares, equal to 0.00% of portfolio, with an estimated market value of $2K.

What does the chart on this PDCO ownership page compare?

The chart compares VitalStone Financial, LLC's quarterly PDCO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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