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Tyler-Stone Wealth Management: JPEF position timeline

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

Tyler-Stone Wealth Management held 33,602 JPEF 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 33,602 shares
    Change vs previous 13F +3,620 shares

    0.38% of the 13F portfolio, value $2,356,862.

    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 29,982 shares
    Change vs previous 13F +18,654 shares

    0.34% of the 13F portfolio, value $1,908,664.

    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 11,328 shares
    Change vs previous 13F +7,548 shares

    0.14% of the 13F portfolio, value $760,238.

    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 3,780 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $247,704.

    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).