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Disclosery

Tyler-Stone Wealth Management: IGM position timeline

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

Tyler-Stone Wealth Management held 12,572 IGM 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 12,572 shares
    Change vs previous 13F -184 shares

    0.23% of the 13F portfolio, value $1,412,294.

    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 12,756 shares
    Change vs previous 13F -4,763 shares

    0.21% of the 13F portfolio, value $1,156,576.

    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 17,519 shares
    Change vs previous 13F +1,693 shares

    0.32% of the 13F portfolio, value $1,788,530.

    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 15,826 shares
    Change vs previous 13F +7,915 shares

    0.29% of the 13F portfolio, value $1,518,384.

    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 7,911 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $746,075.

    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 7,911 shares
    Change vs previous 13F +6,619 shares

    0.3% of the 13F portfolio, value $681,739.

    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 1,292 shares
    Change vs previous 13F +2 shares

    0.29% of the 13F portfolio, value $578,932.

    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 1,290 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $493,000.

    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).