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Disclosery

Tyler-Stone Wealth Management: SPY position timeline

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

Tyler-Stone Wealth Management held 13,786 SPY 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 13,786 shares
    Change vs previous 13F -1,206 shares

    1.37% of the 13F portfolio, value $8,517,419.

    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 14,992 shares
    Change vs previous 13F -810 shares

    1.5% of the 13F portfolio, value $8,386,433.

    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 15,802 shares
    Change vs previous 13F +78 shares

    1.65% of the 13F portfolio, value $9,261,276.

    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 15,724 shares
    Change vs previous 13F +8,070 shares

    1.7% of the 13F portfolio, value $9,021,498.

    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 7,654 shares
    Change vs previous 13F +213 shares

    1.72% of the 13F portfolio, value $4,165,672.

    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 7,441 shares
    Change vs previous 13F +271 shares

    1.73% of the 13F portfolio, value $3,892,287.

    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 7,170 shares
    Change vs previous 13F +536 shares

    1.71% of the 13F portfolio, value $3,408,035.

    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 6,634 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $2,836,000.

    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).