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Disclosery

Tyler-Stone Wealth Management: IP position timeline

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

Tyler-Stone Wealth Management held 16,196 IP 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 16,196 shares
    Change vs previous 13F -21 shares

    0.12% of the 13F portfolio, value $758,458.

    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 16,217 shares
    Change vs previous 13F +21 shares

    0.16% of the 13F portfolio, value $865,176.

    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 16,196 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $871,668.

    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 16,196 shares
    Change vs previous 13F +8,098 shares

    0.15% of the 13F portfolio, value $791,174.

    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 8,098 shares
    Change vs previous 13F -400 shares

    0.14% of the 13F portfolio, value $349,429.

    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 8,498 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $331,592.

    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 8,498 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $307,203.

    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 8,498 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $301,000.

    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).