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Disclosery

Tyler-Stone Wealth Management: GIS position timeline

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

Tyler-Stone Wealth Management held 18,375 GIS 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 18,375 shares
    Change vs previous 13F +152 shares

    0.15% of the 13F portfolio, value $951,984.

    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 18,223 shares
    Change vs previous 13F +2,655 shares

    0.2% of the 13F portfolio, value $1,089,572.

    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 15,568 shares
    Change vs previous 13F +851 shares

    0.18% of the 13F portfolio, value $992,772.

    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 14,717 shares
    Change vs previous 13F +7,359 shares

    0.21% of the 13F portfolio, value $1,086,854.

    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 7,358 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $465,467.

    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 7,358 shares
    Change vs previous 13F +100 shares

    0.23% of the 13F portfolio, value $514,839.

    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 7,258 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $472,786.

    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 7,258 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $464,000.

    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).