Skip to content
Disclosery

Tyler-Stone Wealth Management: FVD position timeline

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

Tyler-Stone Wealth Management held 20,983 FVD 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 20,983 shares
    Change vs previous 13F -889 shares

    0.15% of the 13F portfolio, value $937,946.

    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 21,872 shares
    Change vs previous 13F -1,887 shares

    0.17% of the 13F portfolio, value $975,264.

    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 23,759 shares
    Change vs previous 13F -269 shares

    0.18% of the 13F portfolio, value $1,036,846.

    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 24,028 shares
    Change vs previous 13F +10,543 shares

    0.21% of the 13F portfolio, value $1,093,014.

    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 13,485 shares
    Change vs previous 13F -3,199 shares

    0.23% of the 13F portfolio, value $549,517.

    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 16,684 shares
    Change vs previous 13F -3,797 shares

    0.31% of the 13F portfolio, value $704,566.

    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 20,481 shares
    Change vs previous 13F -3,925 shares

    0.42% of the 13F portfolio, value $830,712.

    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 24,406 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $913,000.

    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).