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Tyler-Stone Wealth Management: VTRS position timeline

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

Tyler-Stone Wealth Management held 36,111 VTRS 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 36,111 shares
    Change vs previous 13F -4,116 shares

    0.05% of the 13F portfolio, value $322,476.

    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 40,227 shares
    Change vs previous 13F -4,186 shares

    0.06% of the 13F portfolio, value $350,384.

    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 44,413 shares
    Change vs previous 13F +1,985 shares

    0.1% of the 13F portfolio, value $552,942.

    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 42,428 shares
    Change vs previous 13F +16,239 shares

    0.09% of the 13F portfolio, value $492,592.

    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 26,189 shares
    Change vs previous 13F -1,000 shares

    0.11% of the 13F portfolio, value $278,387.

    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 27,189 shares
    Change vs previous 13F -1,551 shares

    0.14% of the 13F portfolio, value $324,636.

    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 28,740 shares
    Change vs previous 13F +2,511 shares

    0.16% of the 13F portfolio, value $311,254.

    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 26,229 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $259,000.

    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).