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Tyler-Stone Wealth Management: BSJR position timeline

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

Tyler-Stone Wealth Management held 139,167 BSJR 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 139,167 shares
    Change vs previous 13F +14,852 shares

    0.51% of the 13F portfolio, value $3,159,794.

    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 124,315 shares
    Change vs previous 13F +78,607 shares

    0.5% of the 13F portfolio, value $2,785,262.

    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 45,708 shares
    Change vs previous 13F +9,548 shares

    0.18% of the 13F portfolio, value $1,023,854.

    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 36,160 shares
    Change vs previous 13F +31,235 shares

    0.15% of the 13F portfolio, value $820,838.

    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 4,925 shares
    Change vs previous 13F +2,820 shares

    0.04% of the 13F portfolio, value $108,765.

    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 2,105 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $46,836.

    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 2,105 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $47,087.

    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).