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Tyler-Stone Wealth Management: BDJ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Tyler-Stone Wealth Management on BDJ, newest first. How the timeline and the estimate are built.

Tyler-Stone Wealth Management held 68,125 BDJ shares at 2025-06-30 per its 13F-HR filed 2025-08-18.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 68,125 shares
    Change vs previous 13F +2,041 shares

    0.1% of the 13F portfolio, value $605,632.

    13F-HR 0001214659-25-012410 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 66,084 shares
    Change vs previous 13F +1,354 shares

    0.1% of the 13F portfolio, value $568,318.

    13F-HR 0001214659-25-007504 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 64,730 shares
    Change vs previous 13F +1,256 shares

    0.1% of the 13F portfolio, value $535,964.

    13F-HR 0001214659-25-002430 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 63,474 shares
    Change vs previous 13F +30,735 shares

    0.1% of the 13F portfolio, value $549,046.

    13F-HR 0001214659-24-018281 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 32,739 shares
    Change vs previous 13F +655 shares

    0.11% of the 13F portfolio, value $267,481.

    13F-HR 0001912584-24-000003 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 32,084 shares
    Change vs previous 13F -1,307 shares

    0.12% of the 13F portfolio, value $264,691.

    13F-HR 0001912584-24-000002 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 33,391 shares
    Change vs previous 13F +924 shares

    0.13% of the 13F portfolio, value $256,778.

    13F-HR 0001912584-24-000001 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 32,467 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $247,000.

    13F-HR 0001912584-23-000005 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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