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Disclosery

Tyler-Stone Wealth Management: TDIV position timeline

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

Tyler-Stone Wealth Management held 40,793 TDIV 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 40,793 shares
    Change vs previous 13F -2,474 shares

    0.59% of the 13F portfolio, value $3,678,290.

    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 43,267 shares
    Change vs previous 13F -4,530 shares

    0.57% of the 13F portfolio, value $3,184,894.

    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 47,797 shares
    Change vs previous 13F -2,604 shares

    0.67% of the 13F portfolio, value $3,750,152.

    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 50,401 shares
    Change vs previous 13F +23,619 shares

    0.76% of the 13F portfolio, value $4,047,184.

    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 26,782 shares
    Change vs previous 13F +1,686 shares

    0.84% of the 13F portfolio, value $2,026,319.

    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 25,096 shares
    Change vs previous 13F +3,083 shares

    0.78% of the 13F portfolio, value $1,748,425.

    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 22,013 shares
    Change vs previous 13F +1,938 shares

    0.71% of the 13F portfolio, value $1,410,821.

    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 20,075 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,126,000.

    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).