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Disclosery

Tyler-Stone Wealth Management: XLC position timeline

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

Tyler-Stone Wealth Management held 4,194 XLC 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 4,194 shares
    Change vs previous 13F -14 shares

    0.07% of the 13F portfolio, value $455,146.

    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 4,208 shares
    Change vs previous 13F -13 shares

    0.07% of the 13F portfolio, value $405,899.

    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 4,221 shares
    Change vs previous 13F -13 shares

    0.07% of the 13F portfolio, value $408,623.

    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 4,234 shares
    Change vs previous 13F +2,138 shares

    0.07% of the 13F portfolio, value $382,797.

    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 2,096 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $179,544.

    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 2,096 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $171,160.

    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 2,096 shares
    Change vs previous 13F -83 shares

    0.08% of the 13F portfolio, value $152,296.

    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 2,179 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $143,000.

    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).