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Manager record

Tyler-Stone Wealth Management

CIK 1912584 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$621.02MReported 13F valueQ2 2025 · as filed
330Holdings listed
1Quarters on record
Aug 18Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2025Q2 2025: $621.0M$621.0MQ2 2025330 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 18 2025 13F-HR · period Q2 2025

$621.02M · 330 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2025 · latest filing Aug 18, 2025 · Change methodology