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Disclosery

Tyler-Stone Wealth Management: XLF position timeline

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

Tyler-Stone Wealth Management held 35,454 XLF 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 35,454 shares
    Change vs previous 13F +140 shares

    0.3% of the 13F portfolio, value $1,856,727.

    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 35,314 shares
    Change vs previous 13F -346 shares

    0.32% of the 13F portfolio, value $1,758,993.

    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 35,660 shares
    Change vs previous 13F +3,128 shares

    0.31% of the 13F portfolio, value $1,723,472.

    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 32,532 shares
    Change vs previous 13F +15,538 shares

    0.28% of the 13F portfolio, value $1,474,363.

    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 16,994 shares
    Change vs previous 13F -680 shares

    0.29% of the 13F portfolio, value $698,615.

    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 17,674 shares
    Change vs previous 13F -2,961 shares

    0.33% of the 13F portfolio, value $744,427.

    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 20,635 shares
    Change vs previous 13F -628 shares

    0.39% of the 13F portfolio, value $775,891.

    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 21,263 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $705,000.

    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).