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Disclosery

Stiles Financial Services Inc: CG position timeline

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

Stiles Financial Services Inc held 16,137 CG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,137 shares
    Change vs previous 13F +3,698 shares

    0.17% of the 13F portfolio, value $679,520.

    13F-HR 0001904832-26-000003 filed by Stiles Financial Services 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 12,439 shares
    Change vs previous 13F +51 shares

    0.18% of the 13F portfolio, value $601,900.

    13F-HR 0001904832-26-000001 filed by Stiles Financial Services 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 12,388 shares
    Change vs previous 13F -128 shares

    0.23% of the 13F portfolio, value $732,251.

    13F-HR 0002085853-26-000188 filed by Stiles Financial Services 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 12,516 shares
    Change vs previous 13F +342 shares

    0.25% of the 13F portfolio, value $784,767.

    13F-HR 0002085853-25-000199 filed by Stiles Financial Services 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 12,174 shares
    Change vs previous 13F +48 shares

    0.22% of the 13F portfolio, value $626,020.

    13F-HR 0001667731-25-000944 filed by Stiles Financial Services 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 12,126 shares
    Change vs previous 13F +45 shares

    0.2% of the 13F portfolio, value $528,581.

    13F-HR 0001667731-25-000481 filed by Stiles Financial Services 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 12,081 shares
    Change vs previous 13F -132 shares

    0.22% of the 13F portfolio, value $609,877.

    13F-HR 0001667731-25-000147 filed by Stiles Financial Services 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 12,213 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $526,103.

    13F-HR 0001904832-24-000004 filed by Stiles Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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