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Tyler-Stone Wealth Management: ITOT position timeline

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

Tyler-Stone Wealth Management held 45,689 ITOT 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 45,689 shares
    Change vs previous 13F -610 shares

    0.99% of the 13F portfolio, value $6,169,894.

    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 46,299 shares
    Change vs previous 13F -692 shares

    1.01% of the 13F portfolio, value $5,648,993.

    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 46,991 shares
    Change vs previous 13F -2,931 shares

    1.08% of the 13F portfolio, value $6,044,010.

    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 49,922 shares
    Change vs previous 13F +24,495 shares

    1.18% of the 13F portfolio, value $6,271,142.

    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 25,427 shares
    Change vs previous 13F +14 shares

    1.25% of the 13F portfolio, value $3,020,253.

    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 25,413 shares
    Change vs previous 13F +444 shares

    1.3% of the 13F portfolio, value $2,930,141.

    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 24,969 shares
    Change vs previous 13F -420 shares

    1.32% of the 13F portfolio, value $2,627,525.

    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 25,389 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $2,391,000.

    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).