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Disclosery

Stiles Financial Services Inc: NTRS position timeline

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

Stiles Financial Services Inc held 24,578 NTRS 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 24,578 shares
    Change vs previous 13F +85 shares

    1.07% of the 13F portfolio, value $4,272,721.

    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 24,493 shares
    Change vs previous 13F +793 shares

    1.04% of the 13F portfolio, value $3,418,520.

    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 23,700 shares
    Change vs previous 13F +1,269 shares

    1% of the 13F portfolio, value $3,237,236.

    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 22,431 shares
    Change vs previous 13F +2,347 shares

    0.95% of the 13F portfolio, value $3,019,233.

    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 20,084 shares
    Change vs previous 13F +2,849 shares

    0.88% of the 13F portfolio, value $2,546,262.

    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 17,235 shares
    Change vs previous 13F +3,686 shares

    0.65% of the 13F portfolio, value $1,700,538.

    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 13,549 shares
    Change vs previous 13F +453 shares

    0.5% of the 13F portfolio, value $1,388,569.

    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 13,096 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,178,967.

    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).