Skip to content
Disclosery

Tyler-Stone Wealth Management: QUAL position timeline

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

Tyler-Stone Wealth Management held 28,294 QUAL 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 28,294 shares
    Change vs previous 13F +2,096 shares

    0.83% of the 13F portfolio, value $5,172,749.

    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 26,198 shares
    Change vs previous 13F -812 shares

    0.8% of the 13F portfolio, value $4,476,914.

    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 27,010 shares
    Change vs previous 13F -291 shares

    0.86% of the 13F portfolio, value $4,809,961.

    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 27,301 shares
    Change vs previous 13F +13,346 shares

    0.92% of the 13F portfolio, value $4,895,053.

    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 13,955 shares
    Change vs previous 13F -33 shares

    0.98% of the 13F portfolio, value $2,383,019.

    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 13,988 shares
    Change vs previous 13F -901 shares

    1.02% of the 13F portfolio, value $2,298,897.

    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 14,889 shares
    Change vs previous 13F -362 shares

    1.1% of the 13F portfolio, value $2,190,711.

    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 15,251 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $2,010,000.

    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).