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Disclosery

Tyler-Stone Wealth Management: SU position timeline

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

Tyler-Stone Wealth Management held 26,897 SU 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 26,897 shares
    Change vs previous 13F +2 shares

    0.16% of the 13F portfolio, value $1,007,296.

    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 26,895 shares
    Change vs previous 13F -2,977 shares

    0.19% of the 13F portfolio, value $1,041,360.

    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 29,872 shares
    Change vs previous 13F -698 shares

    0.19% of the 13F portfolio, value $1,065,846.

    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 30,570 shares
    Change vs previous 13F +14,736 shares

    0.21% of the 13F portfolio, value $1,128,640.

    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 15,834 shares
    Change vs previous 13F -1,899 shares

    0.25% of the 13F portfolio, value $603,269.

    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 17,733 shares
    Change vs previous 13F -3,740 shares

    0.29% of the 13F portfolio, value $654,517.

    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 21,473 shares
    Change vs previous 13F -599 shares

    0.35% of the 13F portfolio, value $688,005.

    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 22,072 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $759,000.

    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).