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Tyler-Stone Wealth Management: BUFR position timeline

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

Tyler-Stone Wealth Management held 203,548 BUFR 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 203,548 shares
    Change vs previous 13F -17,832 shares

    1.04% of the 13F portfolio, value $6,472,826.

    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 221,380 shares
    Change vs previous 13F +11,324 shares

    1.18% of the 13F portfolio, value $6,572,786.

    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 210,056 shares
    Change vs previous 13F +126,846 shares

    1.14% of the 13F portfolio, value $6,400,430.

    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 83,210 shares
    Change vs previous 13F +43,920 shares

    0.47% of the 13F portfolio, value $2,487,160.

    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 39,290 shares
    Change vs previous 13F +13,665 shares

    0.47% of the 13F portfolio, value $1,136,265.

    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 25,625 shares
    Change vs previous 13F +21,955 shares

    0.32% of the 13F portfolio, value $716,475.

    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 3,670 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $97,513.

    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).