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Disclosery

Community Financial Services Group, LLC: NEE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Community Financial Services Group, LLC on NEE, newest first. How the timeline and the estimate are built.

Community Financial Services Group, LLC held 93,116 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 93,116 shares
    Change vs previous 13F +3,882 shares

    1.17% of the 13F portfolio, value $8,042,429.

    13F-HR 0001537319-26-000003 filed by Community Financial Services Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 89,234 shares
    Change vs previous 13F +3,911 shares

    1.46% of the 13F portfolio, value $8,285,377.

    13F-HR 0001537319-26-000002 filed by Community Financial Services Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 85,323 shares
    Change vs previous 13F -1,089 shares

    1.26% of the 13F portfolio, value $6,849,738.

    13F-HR 0001537319-26-000001 filed by Community Financial Services Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 86,412 shares
    Change vs previous 13F +2,438 shares

    1.2% of the 13F portfolio, value $6,523,243.

    13F-HR 0001537319-25-000005 filed by Community Financial Services Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 83,974 shares
    Change vs previous 13F +1,371 shares

    1.16% of the 13F portfolio, value $5,829,477.

    13F-HR 0001537319-25-000004 filed by Community Financial Services Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 82,603 shares
    Change vs previous 13F +5,599 shares

    1.27% of the 13F portfolio, value $5,855,733.

    13F-HR 0001537319-25-000002 filed by Community Financial Services Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 77,004 shares
    Change vs previous 13F +2,195 shares

    1.09% of the 13F portfolio, value $5,520,417.

    13F-HR 0001537319-25-000001 filed by Community Financial Services Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 74,809 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $6,323,614.

    13F-HR 0001537319-24-000006 filed by Community Financial Services Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).