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Disclosery

Tyler-Stone Wealth Management: EES position timeline

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

Tyler-Stone Wealth Management held 18,197 EES 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 18,197 shares
    Change vs previous 13F +21 shares

    0.15% of the 13F portfolio, value $927,308.

    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 18,176 shares
    Change vs previous 13F +799 shares

    0.16% of the 13F portfolio, value $887,696.

    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 17,377 shares
    Change vs previous 13F +250 shares

    0.17% of the 13F portfolio, value $937,334.

    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 17,127 shares
    Change vs previous 13F +8,228 shares

    0.17% of the 13F portfolio, value $903,442.

    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 8,899 shares
    Change vs previous 13F -644 shares

    0.17% of the 13F portfolio, value $419,384.

    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 9,543 shares
    Change vs previous 13F -324 shares

    0.21% of the 13F portfolio, value $478,299.

    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 9,867 shares
    Change vs previous 13F -1,186 shares

    0.25% of the 13F portfolio, value $491,577.

    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 11,053 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $478,000.

    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).