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Disclosery

Stiles Financial Services Inc: SDVY position timeline

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

Stiles Financial Services Inc held 21,123 SDVY 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 21,123 shares
    Change vs previous 13F +141 shares

    0.23% of the 13F portfolio, value $911,264.

    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 20,982 shares
    Change vs previous 13F +443 shares

    0.25% of the 13F portfolio, value $827,316.

    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 20,539 shares
    Change vs previous 13F +446 shares

    0.24% of the 13F portfolio, value $787,044.

    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 20,093 shares
    Change vs previous 13F +2,868 shares

    0.24% of the 13F portfolio, value $763,925.

    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 17,225 shares
    Change vs previous 13F +2,234 shares

    0.21% of the 13F portfolio, value $607,812.

    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 14,991 shares
    Change vs previous 13F +518 shares

    0.19% of the 13F portfolio, value $502,175.

    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 14,473 shares
    Change vs previous 13F +6,670 shares

    0.19% of the 13F portfolio, value $518,867.

    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 7,803 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $283,905.

    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).