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Disclosery

Tyler-Stone Wealth Management: BX position timeline

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

Tyler-Stone Wealth Management held 48,420 BX 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 48,420 shares
    Change vs previous 13F -762 shares

    1.17% of the 13F portfolio, value $7,242,714.

    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 49,182 shares
    Change vs previous 13F -1,470 shares

    1.23% of the 13F portfolio, value $6,874,588.

    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 50,652 shares
    Change vs previous 13F -479 shares

    1.55% of the 13F portfolio, value $8,733,428.

    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 51,131 shares
    Change vs previous 13F +24,831 shares

    1.48% of the 13F portfolio, value $7,829,686.

    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 26,300 shares
    Change vs previous 13F -235 shares

    1.34% of the 13F portfolio, value $3,255,907.

    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 26,535 shares
    Change vs previous 13F -369 shares

    1.55% of the 13F portfolio, value $3,485,845.

    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 26,904 shares
    Change vs previous 13F +14 shares

    1.77% of the 13F portfolio, value $3,522,284.

    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 26,890 shares
    Change vs previous 13F not available

    1.65% of the 13F portfolio, value $2,881,000.

    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).