Skip to content
Disclosery

Tyler-Stone Wealth Management: QQQ position timeline

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

Tyler-Stone Wealth Management held 8,998 QQQ 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 8,998 shares
    Change vs previous 13F -837 shares

    0.8% of the 13F portfolio, value $4,963,782.

    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 9,835 shares
    Change vs previous 13F -402 shares

    0.83% of the 13F portfolio, value $4,611,802.

    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 10,237 shares
    Change vs previous 13F -190 shares

    0.93% of the 13F portfolio, value $5,233,610.

    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 10,427 shares
    Change vs previous 13F +5,515 shares

    0.96% of the 13F portfolio, value $5,088,990.

    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 4,912 shares
    Change vs previous 13F +153 shares

    0.97% of the 13F portfolio, value $2,353,277.

    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 4,759 shares
    Change vs previous 13F +750 shares

    0.94% of the 13F portfolio, value $2,113,221.

    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 4,009 shares
    Change vs previous 13F +236 shares

    0.82% of the 13F portfolio, value $1,641,712.

    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 3,773 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $1,352,000.

    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).