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Disclosery

Stiles Financial Services Inc: MSFT position timeline

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

Stiles Financial Services Inc held 21,084 MSFT 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 21,084 shares
    Change vs previous 13F +1,836 shares

    1.98% of the 13F portfolio, value $7,864,647.

    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 19,248 shares
    Change vs previous 13F +1,088 shares

    2.18% of the 13F portfolio, value $7,125,194.

    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 18,160 shares
    Change vs previous 13F +272 shares

    2.7% of the 13F portfolio, value $8,782,499.

    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 17,888 shares
    Change vs previous 13F +551 shares

    2.92% of the 13F portfolio, value $9,265,279.

    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 17,337 shares
    Change vs previous 13F +871 shares

    2.98% of the 13F portfolio, value $8,628,295.

    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 16,466 shares
    Change vs previous 13F +591 shares

    2.37% of the 13F portfolio, value $6,184,444.

    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 15,875 shares
    Change vs previous 13F +374 shares

    2.42% of the 13F portfolio, value $6,696,917.

    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 15,501 shares
    Change vs previous 13F not available

    2.35% of the 13F portfolio, value $6,674,454.

    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).