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Tyler-Stone Wealth Management: SMMU position timeline

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

Tyler-Stone Wealth Management held 28,620 SMMU 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 28,620 shares
    Change vs previous 13F -380 shares

    0.23% of the 13F portfolio, value $1,435,862.

    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 29,000 shares
    Change vs previous 13F -150 shares

    0.26% of the 13F portfolio, value $1,450,582.

    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 29,150 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $1,452,836.

    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 29,150 shares
    Change vs previous 13F +14,575 shares

    0.28% of the 13F portfolio, value $1,472,082.

    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 14,575 shares
    Change vs previous 13F -292 shares

    0.3% of the 13F portfolio, value $726,855.

    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 14,867 shares
    Change vs previous 13F -20 shares

    0.33% of the 13F portfolio, value $741,863.

    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 14,887 shares
    Change vs previous 13F -1,045 shares

    0.37% of the 13F portfolio, value $744,744.

    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 15,932 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $780,000.

    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).