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Disclosery

Tyler-Stone Wealth Management: SMH position timeline

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

Tyler-Stone Wealth Management held 1,596 SMH 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 1,596 shares
    Change vs previous 13F -100 shares

    0.07% of the 13F portfolio, value $445,006.

    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 1,696 shares
    Change vs previous 13F -906 shares

    0.06% of the 13F portfolio, value $358,586.

    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 2,602 shares
    Change vs previous 13F -465 shares

    0.11% of the 13F portfolio, value $630,054.

    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 3,067 shares
    Change vs previous 13F +1,485 shares

    0.14% of the 13F portfolio, value $752,788.

    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 1,582 shares
    Change vs previous 13F +278 shares

    0.17% of the 13F portfolio, value $412,553.

    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 1,304 shares
    Change vs previous 13F +974 shares

    0.13% of the 13F portfolio, value $293,496.

    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 330 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $57,791.

    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 330 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $48,000.

    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).