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Tyler-Stone Wealth Management: FDLO position timeline

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

Tyler-Stone Wealth Management held 33,877 FDLO 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 33,877 shares
    Change vs previous 13F -282 shares

    0.34% of the 13F portfolio, value $2,127,486.

    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 34,159 shares
    Change vs previous 13F +51 shares

    0.37% of the 13F portfolio, value $2,070,732.

    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 34,108 shares
    Change vs previous 13F -57 shares

    0.37% of the 13F portfolio, value $2,066,594.

    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 34,165 shares
    Change vs previous 13F +17,040 shares

    0.4% of the 13F portfolio, value $2,096,024.

    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 17,125 shares
    Change vs previous 13F -350 shares

    0.4% of the 13F portfolio, value $976,778.

    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 17,475 shares
    Change vs previous 13F +250 shares

    0.44% of the 13F portfolio, value $981,723.

    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 17,225 shares
    Change vs previous 13F +138 shares

    0.46% of the 13F portfolio, value $912,383.

    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 17,087 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $831,000.

    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).