Skip to content
Disclosery

Tyler-Stone Wealth Management: IVW position timeline

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

Tyler-Stone Wealth Management held 34,297 IVW 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 34,297 shares
    Change vs previous 13F +10 shares

    0.61% of the 13F portfolio, value $3,776,136.

    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 34,287 shares
    Change vs previous 13F +11 shares

    0.57% of the 13F portfolio, value $3,182,856.

    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 34,276 shares
    Change vs previous 13F -47 shares

    0.62% of the 13F portfolio, value $3,480,032.

    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 34,323 shares
    Change vs previous 13F +16,869 shares

    0.62% of the 13F portfolio, value $3,286,456.

    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 17,454 shares
    Change vs previous 13F -132 shares

    0.67% of the 13F portfolio, value $1,615,215.

    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 17,586 shares
    Change vs previous 13F +3 shares

    0.66% of the 13F portfolio, value $1,484,981.

    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 17,583 shares
    Change vs previous 13F +153 shares

    0.66% of the 13F portfolio, value $1,320,501.

    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 17,430 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $1,193,000.

    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).