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Disclosery

Tyler-Stone Wealth Management: SHOP position timeline

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

Tyler-Stone Wealth Management held 7,610 SHOP 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 7,610 shares
    Change vs previous 13F +200 shares

    0.14% of the 13F portfolio, value $877,822.

    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 7,410 shares
    Change vs previous 13F -560 shares

    0.13% of the 13F portfolio, value $707,216.

    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 7,970 shares
    Change vs previous 13F +50 shares

    0.15% of the 13F portfolio, value $847,458.

    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 7,920 shares
    Change vs previous 13F +3,960 shares

    0.12% of the 13F portfolio, value $634,716.

    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 3,960 shares
    Change vs previous 13F +50 shares

    0.11% of the 13F portfolio, value $261,564.

    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 3,910 shares
    Change vs previous 13F +50 shares

    0.13% of the 13F portfolio, value $301,736.

    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 3,860 shares
    Change vs previous 13F +800 shares

    0.15% of the 13F portfolio, value $300,695.

    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 3,060 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $167,000.

    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).