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Disclosery

Stiles Financial Services Inc: MKTX position timeline

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

Stiles Financial Services Inc held 5,992 MKTX 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 5,992 shares
    Change vs previous 13F -775 shares

    0.17% of the 13F portfolio, value $679,986.

    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 6,767 shares
    Change vs previous 13F -208 shares

    0.34% of the 13F portfolio, value $1,116,500.

    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 6,975 shares
    Change vs previous 13F -1,420 shares

    0.39% of the 13F portfolio, value $1,264,169.

    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 8,395 shares
    Change vs previous 13F +389 shares

    0.46% of the 13F portfolio, value $1,462,891.

    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 8,006 shares
    Change vs previous 13F +337 shares

    0.62% of the 13F portfolio, value $1,788,425.

    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 7,669 shares
    Change vs previous 13F +945 shares

    0.64% of the 13F portfolio, value $1,660,559.

    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 6,724 shares
    Change vs previous 13F +431 shares

    0.55% of the 13F portfolio, value $1,522,142.

    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 6,293 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $1,613,697.

    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).