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Disclosery

Tyler-Stone Wealth Management: IJR position timeline

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

Tyler-Stone Wealth Management held 11,245 IJR 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 11,245 shares
    Change vs previous 13F -212 shares

    0.2% of the 13F portfolio, value $1,228,974.

    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 11,457 shares
    Change vs previous 13F +897 shares

    0.21% of the 13F portfolio, value $1,198,090.

    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 10,560 shares
    Change vs previous 13F +113 shares

    0.22% of the 13F portfolio, value $1,216,682.

    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 10,447 shares
    Change vs previous 13F +5,591 shares

    0.23% of the 13F portfolio, value $1,221,849.

    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 4,856 shares
    Change vs previous 13F +877 shares

    0.21% of the 13F portfolio, value $517,931.

    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 3,979 shares
    Change vs previous 13F +306 shares

    0.2% of the 13F portfolio, value $439,724.

    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 3,673 shares
    Change vs previous 13F +76 shares

    0.2% of the 13F portfolio, value $397,659.

    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 3,597 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $339,000.

    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).