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Disclosery

Stiles Financial Services Inc: PEP position timeline

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

Stiles Financial Services Inc held 7,507 PEP 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 7,507 shares
    Change vs previous 13F -252 shares

    0.26% of the 13F portfolio, value $1,016,391.

    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 7,759 shares
    Change vs previous 13F -511 shares

    0.37% of the 13F portfolio, value $1,204,867.

    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 8,270 shares
    Change vs previous 13F -3,141 shares

    0.37% of the 13F portfolio, value $1,186,957.

    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 11,411 shares
    Change vs previous 13F -725 shares

    0.51% of the 13F portfolio, value $1,602,629.

    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 12,136 shares
    Change vs previous 13F +509 shares

    0.55% of the 13F portfolio, value $1,601,679.

    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 11,627 shares
    Change vs previous 13F +44 shares

    0.67% of the 13F portfolio, value $1,744,020.

    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 11,583 shares
    Change vs previous 13F +479 shares

    0.64% of the 13F portfolio, value $1,761,025.

    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 11,104 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,887,866.

    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).