Tyler-Stone Wealth Management
- SEC CIK
- 0001912584
- Latest filing
- Aug 18, 2025
SLF holding history
Sun Life Financial Inc in every 13F filed by Tyler-Stone Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
SLF overviewAll 13F holders of SLFFull Q2 2025 holdings
- Shares (Q2 2025)
- 17,454
- Value
- $1.16M
- % of portfolio
- 0.2%
- Quarters held
- 11
- Since Q3 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2025 | 17,454 | $1.16M | 0.2% | 00.0% | Unchanged | Holders |
| Q1 2025 | 17,454 | $999.4K | 0.2% | 00.0% | Unchanged | Holders |
| Q4 2024 | 17,454 | $1.04M | 0.2% | 00.0% | Unchanged | Holders |
| Q3 2024 | 17,454 | $1.01M | 0.2% | +8,727+100.0% | Added | Holders |
| Q2 2024 | 8,727 | $427.5K | 0.2% | 00.0% | Unchanged | Holders |
| Q1 2024 | 8,727 | $476.3K | 0.2% | 00.0% | Unchanged | Holders |
| Q4 2023 | 8,727 | $452.6K | 0.2% | 00.0% | Unchanged | Holders |
| Q3 2023 | 8,727 | $426.0K | 0.2% | 00.0% | Unchanged | Holders |
| Q2 2023 | 8,727 | $455.0K | 0.3% | – | No prior filing | Holders |
| Q1 2023 | – | – | – | – | Not filed | Holders |
| Q4 2022 | 8,727 | $405.0K | 0.3% | 00.0% | Unchanged | Holders |
| Q3 2022 | 8,727 | $347.0K | 0.3% | +8,727 | New | Holders |