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Stiles Financial Services Inc: OMC position timeline

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

Stiles Financial Services Inc held 8,692 OMC 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 8,692 shares
    Change vs previous 13F -3,926 shares

    0.16% of the 13F portfolio, value $633,071.

    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 12,618 shares
    Change vs previous 13F -3,509 shares

    0.29% of the 13F portfolio, value $950,281.

    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 16,127 shares
    Change vs previous 13F -8,496 shares

    0.4% of the 13F portfolio, value $1,302,283.

    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 24,623 shares
    Change vs previous 13F -4,247 shares

    0.63% of the 13F portfolio, value $2,007,551.

    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 28,870 shares
    Change vs previous 13F -148 shares

    0.72% of the 13F portfolio, value $2,077,021.

    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 29,018 shares
    Change vs previous 13F -630 shares

    0.92% of the 13F portfolio, value $2,406,233.

    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 29,648 shares
    Change vs previous 13F +821 shares

    0.92% of the 13F portfolio, value $2,550,472.

    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 28,827 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $2,980,372.

    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).