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Disclosery

Tyler-Stone Wealth Management: CGUS position timeline

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

Tyler-Stone Wealth Management held 16,282 CGUS 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 16,282 shares
    Change vs previous 13F +2,175 shares

    0.1% of the 13F portfolio, value $601,308.

    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 14,107 shares
    Change vs previous 13F +3,850 shares

    0.08% of the 13F portfolio, value $471,162.

    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 10,257 shares
    Change vs previous 13F +2,857 shares

    0.06% of the 13F portfolio, value $358,682.

    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 7,400 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $253,672.

    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).