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Tyler-Stone Wealth Management: IVV position timeline

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

Tyler-Stone Wealth Management held 36,010 IVV 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 36,010 shares
    Change vs previous 13F -549 shares

    3.6% of the 13F portfolio, value $22,358,713.

    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 36,559 shares
    Change vs previous 13F +2,780 shares

    3.69% of the 13F portfolio, value $20,542,685.

    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 33,779 shares
    Change vs previous 13F -39 shares

    3.54% of the 13F portfolio, value $19,884,788.

    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 33,818 shares
    Change vs previous 13F +17,901 shares

    3.68% of the 13F portfolio, value $19,506,763.

    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 15,917 shares
    Change vs previous 13F +1,489 shares

    3.59% of the 13F portfolio, value $8,710,368.

    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 14,428 shares
    Change vs previous 13F +427 shares

    3.37% of the 13F portfolio, value $7,584,969.

    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 14,001 shares
    Change vs previous 13F +933 shares

    3.36% of the 13F portfolio, value $6,687,264.

    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 13,068 shares
    Change vs previous 13F not available

    3.2% of the 13F portfolio, value $5,612,000.

    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).