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Tyler-Stone Wealth Management: SPTM position timeline

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

Tyler-Stone Wealth Management held 32,741 SPTM 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 32,741 shares
    Change vs previous 13F +2,267 shares

    0.39% of the 13F portfolio, value $2,451,970.

    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 30,474 shares
    Change vs previous 13F +2,270 shares

    0.37% of the 13F portfolio, value $2,072,558.

    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 28,204 shares
    Change vs previous 13F +1,559 shares

    0.36% of the 13F portfolio, value $2,014,612.

    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 26,645 shares
    Change vs previous 13F +16,673 shares

    0.35% of the 13F portfolio, value $1,866,766.

    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 9,972 shares
    Change vs previous 13F +3,628 shares

    0.27% of the 13F portfolio, value $661,670.

    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 6,344 shares
    Change vs previous 13F +466 shares

    0.18% of the 13F portfolio, value $406,973.

    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 5,878 shares
    Change vs previous 13F +2,158 shares

    0.17% of the 13F portfolio, value $343,594.

    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 3,720 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $195,000.

    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).