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Tyler-Stone Wealth Management: IYT position timeline

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

Tyler-Stone Wealth Management held 5,343 IYT 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 5,343 shares
    Change vs previous 13F +13 shares

    0.06% of the 13F portfolio, value $366,172.

    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 5,330 shares
    Change vs previous 13F +17 shares

    0.06% of the 13F portfolio, value $341,242.

    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 5,313 shares
    Change vs previous 13F +12 shares

    0.06% of the 13F portfolio, value $359,004.

    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 5,301 shares
    Change vs previous 13F +2,658 shares

    0.07% of the 13F portfolio, value $365,284.

    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 2,643 shares
    Change vs previous 13F +7 shares

    0.07% of the 13F portfolio, value $172,940.

    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 2,636 shares
    Change vs previous 13F +1,915 shares

    0.08% of the 13F portfolio, value $185,590.

    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 721 shares
    Change vs previous 13F +5 shares

    0.09% of the 13F portfolio, value $189,132.

    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 716 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $167,000.

    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).