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Disclosery

Tyler-Stone Wealth Management: V position timeline

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

Tyler-Stone Wealth Management held 16,793 V 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 16,793 shares
    Change vs previous 13F +155 shares

    0.96% of the 13F portfolio, value $5,962,333.

    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 16,638 shares
    Change vs previous 13F -2,888 shares

    1.05% of the 13F portfolio, value $5,831,016.

    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 19,526 shares
    Change vs previous 13F +62 shares

    1.1% of the 13F portfolio, value $6,170,849.

    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 19,464 shares
    Change vs previous 13F +9,843 shares

    1.01% of the 13F portfolio, value $5,351,555.

    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 9,621 shares
    Change vs previous 13F -66 shares

    1.04% of the 13F portfolio, value $2,525,213.

    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 9,687 shares
    Change vs previous 13F +35 shares

    1.2% of the 13F portfolio, value $2,703,507.

    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 9,652 shares
    Change vs previous 13F -44 shares

    1.26% of the 13F portfolio, value $2,512,776.

    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 9,696 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $2,230,000.

    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).