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Tyler-Stone Wealth Management: BUFD position timeline

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

Tyler-Stone Wealth Management held 117,378 BUFD 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 117,378 shares
    Change vs previous 13F +9,066 shares

    0.5% of the 13F portfolio, value $3,117,562.

    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 108,312 shares
    Change vs previous 13F -18,104 shares

    0.48% of the 13F portfolio, value $2,702,406.

    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 126,416 shares
    Change vs previous 13F +53,372 shares

    0.57% of the 13F portfolio, value $3,226,134.

    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 73,044 shares
    Change vs previous 13F +39,307 shares

    0.35% of the 13F portfolio, value $1,829,022.

    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 33,737 shares
    Change vs previous 13F +14,904 shares

    0.34% of the 13F portfolio, value $820,485.

    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 18,833 shares
    Change vs previous 13F +18,233 shares

    0.2% of the 13F portfolio, value $444,276.

    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 600 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $13,620.

    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).