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Disclosery

Tyler-Stone Wealth Management: PH position timeline

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

Tyler-Stone Wealth Management held 27,779 PH 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 27,779 shares
    Change vs previous 13F +378 shares

    3.12% of the 13F portfolio, value $19,402,973.

    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 27,401 shares
    Change vs previous 13F +240 shares

    2.99% of the 13F portfolio, value $16,655,570.

    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 27,161 shares
    Change vs previous 13F -944 shares

    3.07% of the 13F portfolio, value $17,275,217.

    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 28,105 shares
    Change vs previous 13F +14,375 shares

    3.35% of the 13F portfolio, value $17,757,558.

    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 13,730 shares
    Change vs previous 13F +603 shares

    2.86% of the 13F portfolio, value $6,944,882.

    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 13,127 shares
    Change vs previous 13F -257 shares

    3.24% of the 13F portfolio, value $7,295,913.

    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 13,384 shares
    Change vs previous 13F +93 shares

    3.1% of the 13F portfolio, value $6,166,067.

    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 13,291 shares
    Change vs previous 13F not available

    2.96% of the 13F portfolio, value $5,177,000.

    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).