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Disclosery

Tyler-Stone Wealth Management: LMBS position timeline

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

Tyler-Stone Wealth Management held 17,654 LMBS 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 17,654 shares
    Change vs previous 13F -3,497 shares

    0.14% of the 13F portfolio, value $869,662.

    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 21,151 shares
    Change vs previous 13F -100 shares

    0.19% of the 13F portfolio, value $1,039,806.

    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 21,251 shares
    Change vs previous 13F +5,082 shares

    0.18% of the 13F portfolio, value $1,034,306.

    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 16,169 shares
    Change vs previous 13F +8,521 shares

    0.15% of the 13F portfolio, value $798,888.

    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 7,648 shares
    Change vs previous 13F +1,128 shares

    0.15% of the 13F portfolio, value $367,476.

    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 6,520 shares
    Change vs previous 13F +373 shares

    0.14% of the 13F portfolio, value $314,593.

    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 6,147 shares
    Change vs previous 13F -397 shares

    0.15% of the 13F portfolio, value $297,014.

    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 6,544 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $309,000.

    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).