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Tyler-Stone Wealth Management: EPI position timeline

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

Tyler-Stone Wealth Management held 7,251 EPI 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 7,251 shares
    Change vs previous 13F +522 shares

    0.06% of the 13F portfolio, value $344,186.

    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 6,729 shares
    Change vs previous 13F +976 shares

    0.05% of the 13F portfolio, value $294,110.

    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 5,753 shares
    Change vs previous 13F +97 shares

    0.05% of the 13F portfolio, value $260,420.

    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 5,656 shares
    Change vs previous 13F +1,983 shares

    0.05% of the 13F portfolio, value $285,380.

    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 3,673 shares
    Change vs previous 13F +1,158 shares

    0.07% of the 13F portfolio, value $177,347.

    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 2,515 shares
    Change vs previous 13F +532 shares

    0.05% of the 13F portfolio, value $109,568.

    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 1,983 shares
    Change vs previous 13F +500 shares

    0.04% of the 13F portfolio, value $81,317.

    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 1,483 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $55,000.

    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).