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Tyler-Stone Wealth Management: IRM position timeline

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

Tyler-Stone Wealth Management held 18,607 IRM 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 18,607 shares
    Change vs previous 13F +184 shares

    0.31% of the 13F portfolio, value $1,908,523.

    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 18,423 shares
    Change vs previous 13F -2,242 shares

    0.28% of the 13F portfolio, value $1,585,115.

    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 20,665 shares
    Change vs previous 13F -6,200 shares

    0.39% of the 13F portfolio, value $2,172,105.

    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 26,865 shares
    Change vs previous 13F +13,765 shares

    0.6% of the 13F portfolio, value $3,192,370.

    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 13,100 shares
    Change vs previous 13F -750 shares

    0.48% of the 13F portfolio, value $1,174,023.

    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 13,850 shares
    Change vs previous 13F -1,275 shares

    0.49% of the 13F portfolio, value $1,110,908.

    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 15,125 shares
    Change vs previous 13F +50 shares

    0.53% of the 13F portfolio, value $1,058,448.

    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 15,075 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $896,000.

    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).