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Disclosery

Stiles Financial Services Inc: COST position timeline

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

Stiles Financial Services Inc held 8,824 COST 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 8,824 shares
    Change vs previous 13F -29 shares

    2.07% of the 13F portfolio, value $8,254,264.

    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 8,853 shares
    Change vs previous 13F +109 shares

    2.7% of the 13F portfolio, value $8,821,586.

    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 8,744 shares
    Change vs previous 13F +96 shares

    2.32% of the 13F portfolio, value $7,540,283.

    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 8,648 shares
    Change vs previous 13F +105 shares

    2.52% of the 13F portfolio, value $8,004,895.

    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 8,543 shares
    Change vs previous 13F +161 shares

    2.93% of the 13F portfolio, value $8,470,305.

    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 8,382 shares
    Change vs previous 13F -16 shares

    3.05% of the 13F portfolio, value $7,938,309.

    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 8,398 shares
    Change vs previous 13F +40 shares

    2.79% of the 13F portfolio, value $7,703,260.

    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 8,358 shares
    Change vs previous 13F not available

    2.61% of the 13F portfolio, value $7,416,958.

    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).