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Tyler-Stone Wealth Management: PM position timeline

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

Tyler-Stone Wealth Management held 43,087 PM 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 43,087 shares
    Change vs previous 13F +299 shares

    1.26% of the 13F portfolio, value $7,847,371.

    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 42,788 shares
    Change vs previous 13F +2,260 shares

    1.22% of the 13F portfolio, value $6,791,819.

    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 40,528 shares
    Change vs previous 13F +3,352 shares

    0.87% of the 13F portfolio, value $4,877,557.

    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 37,176 shares
    Change vs previous 13F +17,204 shares

    0.85% of the 13F portfolio, value $4,513,165.

    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 19,972 shares
    Change vs previous 13F -1,225 shares

    0.83% of the 13F portfolio, value $2,023,766.

    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 21,197 shares
    Change vs previous 13F +135 shares

    0.86% of the 13F portfolio, value $1,942,070.

    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 21,062 shares
    Change vs previous 13F 0 shares

    0.99% of the 13F portfolio, value $1,981,513.

    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 21,062 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $1,950,000.

    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).