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Disclosery

Tyler-Stone Wealth Management: VYM position timeline

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

Tyler-Stone Wealth Management held 12,101 VYM 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 12,101 shares
    Change vs previous 13F +60 shares

    0.26% of the 13F portfolio, value $1,613,160.

    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 12,041 shares
    Change vs previous 13F -501 shares

    0.28% of the 13F portfolio, value $1,552,748.

    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 12,542 shares
    Change vs previous 13F +172 shares

    0.28% of the 13F portfolio, value $1,600,226.

    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 12,370 shares
    Change vs previous 13F +6,216 shares

    0.3% of the 13F portfolio, value $1,585,888.

    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 6,154 shares
    Change vs previous 13F -40 shares

    0.3% of the 13F portfolio, value $729,836.

    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 6,194 shares
    Change vs previous 13F -126 shares

    0.33% of the 13F portfolio, value $749,370.

    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 6,320 shares
    Change vs previous 13F -58 shares

    0.35% of the 13F portfolio, value $705,476.

    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 6,378 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $659,000.

    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).