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Tyler-Stone Wealth Management: QQQI position timeline

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

Tyler-Stone Wealth Management held 196,455 QQQI 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 196,455 shares
    Change vs previous 13F +28,730 shares

    1.65% of the 13F portfolio, value $10,217,624.

    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 167,725 shares
    Change vs previous 13F +45,447 shares

    1.43% of the 13F portfolio, value $7,955,210.

    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 122,278 shares
    Change vs previous 13F +26,879 shares

    1.14% of the 13F portfolio, value $6,403,732.

    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 95,399 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $4,896,864.

    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).