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Tyler-Stone Wealth Management: FTA position timeline

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

Tyler-Stone Wealth Management held 7,008 FTA 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 7,008 shares
    Change vs previous 13F +1 shares

    0.09% of the 13F portfolio, value $551,002.

    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 7,007 shares
    Change vs previous 13F +1 shares

    0.1% of the 13F portfolio, value $537,558.

    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 7,006 shares
    Change vs previous 13F +1 shares

    0.1% of the 13F portfolio, value $535,654.

    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 7,005 shares
    Change vs previous 13F +3,509 shares

    0.1% of the 13F portfolio, value $554,264.

    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 3,496 shares
    Change vs previous 13F -558 shares

    0.11% of the 13F portfolio, value $257,269.

    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 4,054 shares
    Change vs previous 13F -863 shares

    0.14% of the 13F portfolio, value $309,621.

    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 4,917 shares
    Change vs previous 13F -1,030 shares

    0.17% of the 13F portfolio, value $348,325.

    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 5,947 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $385,000.

    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).