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Stack Financial Management, Inc: CI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stack Financial Management, Inc on CI, newest first. How the timeline and the estimate are built.

Stack Financial Management, Inc held 73,053 CI shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,053 shares
    Change vs previous 13F -49 shares

    1.57% of the 13F portfolio, value $20,139,299.

    13F-HR 0001308685-26-000007 filed by Stack Financial Management, Inc
    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 73,102 shares
    Change vs previous 13F +318 shares

    1.43% of the 13F portfolio, value $19,500,005.

    13F-HR 0001308685-26-000005 filed by Stack Financial Management, Inc
    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 72,784 shares
    Change vs previous 13F +331 shares

    1.53% of the 13F portfolio, value $20,032,388.

    13F-HR 0001308685-26-000002 filed by Stack Financial Management, Inc
    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 72,453 shares
    Change vs previous 13F -674 shares

    1.73% of the 13F portfolio, value $20,884,627.

    13F-HR 0001308685-25-000011 filed by Stack Financial Management, Inc
    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 73,127 shares
    Change vs previous 13F -1,324 shares

    2.14% of the 13F portfolio, value $24,174,381.

    13F-HR 0001308685-25-000009 filed by Stack Financial Management, Inc
    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 74,451 shares
    Change vs previous 13F -359 shares

    2.04% of the 13F portfolio, value $24,494,436.

    13F-HR 0001308685-25-000007 filed by Stack Financial Management, Inc
    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 74,810 shares
    Change vs previous 13F -300 shares

    1.89% of the 13F portfolio, value $20,658,081.

    13F-HR 0001308685-25-000004 filed by Stack Financial Management, Inc
    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 75,110 shares
    Change vs previous 13F not available

    2.34% of the 13F portfolio, value $26,021,136.

    13F-HR 0001308685-24-000009 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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