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Disclosery

Tyler-Stone Wealth Management: USMV position timeline

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

Tyler-Stone Wealth Management held 101,023 USMV 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 101,023 shares
    Change vs previous 13F -3,597 shares

    1.53% of the 13F portfolio, value $9,483,010.

    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 104,620 shares
    Change vs previous 13F -2,058 shares

    1.76% of the 13F portfolio, value $9,798,738.

    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 106,678 shares
    Change vs previous 13F -924 shares

    1.68% of the 13F portfolio, value $9,471,962.

    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 107,602 shares
    Change vs previous 13F +52,084 shares

    1.86% of the 13F portfolio, value $9,825,148.

    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 55,518 shares
    Change vs previous 13F -2,216 shares

    1.92% of the 13F portfolio, value $4,661,300.

    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 57,734 shares
    Change vs previous 13F -2,655 shares

    2.14% of the 13F portfolio, value $4,825,450.

    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 60,389 shares
    Change vs previous 13F -1,195 shares

    2.37% of the 13F portfolio, value $4,712,115.

    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 61,584 shares
    Change vs previous 13F not available

    2.55% of the 13F portfolio, value $4,457,000.

    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).