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Disclosery

Tyler-Stone Wealth Management: PFF position timeline

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

Tyler-Stone Wealth Management held 13,459 PFF 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 13,459 shares
    Change vs previous 13F +57 shares

    0.07% of the 13F portfolio, value $412,930.

    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 13,402 shares
    Change vs previous 13F +35 shares

    0.07% of the 13F portfolio, value $411,858.

    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 13,367 shares
    Change vs previous 13F +55 shares

    0.07% of the 13F portfolio, value $420,250.

    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 13,312 shares
    Change vs previous 13F +6,580 shares

    0.08% of the 13F portfolio, value $442,344.

    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 6,732 shares
    Change vs previous 13F -1,427 shares

    0.09% of the 13F portfolio, value $212,391.

    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 8,159 shares
    Change vs previous 13F +1,514 shares

    0.12% of the 13F portfolio, value $262,954.

    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 6,645 shares
    Change vs previous 13F +898 shares

    0.1% of the 13F portfolio, value $207,258.

    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 5,747 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $173,000.

    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).