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Disclosery

Norris Financial Group, LLC: STAG position timeline

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

Norris Financial Group, LLC held 53,739 STAG shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,739 shares
    Change vs previous 13F -41 shares

    0.81% of the 13F portfolio, value $2,045,306.

    13F-HR 0002129318-26-000029 filed by Norris Financial 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 53,780 shares
    Change vs previous 13F +15,996 shares

    0.63% of the 13F portfolio, value $1,939,307.

    13F-HR 0002129318-26-000002 filed by Norris Financial 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 37,784 shares
    Change vs previous 13F +290 shares

    0.47% of the 13F portfolio, value $1,388,940.

    13F-HR 0002129318-26-000003 filed by Norris Financial 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 37,494 shares
    Change vs previous 13F +306 shares

    0.48% of the 13F portfolio, value $1,323,163.

    13F-HR 0002129318-26-000004 filed by Norris Financial 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 37,188 shares
    Change vs previous 13F +187 shares

    0.55% of the 13F portfolio, value $1,349,181.

    13F-HR 0002129318-26-000005 filed by Norris Financial 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 37,001 shares
    Change vs previous 13F +1,428 shares

    0.62% of the 13F portfolio, value $1,336,476.

    13F-HR 0002129318-26-000006 filed by Norris Financial 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 35,573 shares
    Change vs previous 13F -61 shares

    0.57% of the 13F portfolio, value $1,203,079.

    13F-HR 0002129318-26-000007 filed by Norris Financial 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 35,634 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,392,933.

    13F-HR 0002129318-26-000008 filed by Norris Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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