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Disclosery

Tyler-Stone Wealth Management: XLU position timeline

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

Tyler-Stone Wealth Management held 35,412 XLU 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 35,412 shares
    Change vs previous 13F +3,207 shares

    0.47% of the 13F portfolio, value $2,891,730.

    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 32,205 shares
    Change vs previous 13F +1,719 shares

    0.46% of the 13F portfolio, value $2,539,337.

    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 30,486 shares
    Change vs previous 13F +8,061 shares

    0.41% of the 13F portfolio, value $2,307,476.

    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 22,425 shares
    Change vs previous 13F +11,251 shares

    0.34% of the 13F portfolio, value $1,811,494.

    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 11,174 shares
    Change vs previous 13F +251 shares

    0.31% of the 13F portfolio, value $761,368.

    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 10,923 shares
    Change vs previous 13F -511 shares

    0.32% of the 13F portfolio, value $717,075.

    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 11,434 shares
    Change vs previous 13F -235 shares

    0.36% of the 13F portfolio, value $724,113.

    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 11,669 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $688,000.

    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).