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Disclosery

Tyler-Stone Wealth Management: VTI position timeline

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

Tyler-Stone Wealth Management held 22,285 VTI 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 22,285 shares
    Change vs previous 13F -780 shares

    1.09% of the 13F portfolio, value $6,773,208.

    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 23,065 shares
    Change vs previous 13F +917 shares

    1.14% of the 13F portfolio, value $6,339,298.

    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 22,148 shares
    Change vs previous 13F -839 shares

    1.14% of the 13F portfolio, value $6,418,740.

    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 22,987 shares
    Change vs previous 13F +12,767 shares

    1.23% of the 13F portfolio, value $6,508,934.

    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 10,220 shares
    Change vs previous 13F +1,269 shares

    1.13% of the 13F portfolio, value $2,733,909.

    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 8,951 shares
    Change vs previous 13F +499 shares

    1.03% of the 13F portfolio, value $2,326,329.

    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 8,452 shares
    Change vs previous 13F +358 shares

    1.01% of the 13F portfolio, value $2,004,997.

    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 8,094 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $1,719,000.

    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).