Skip to content
Disclosery

Stiles Financial Services Inc: SMCI position timeline

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

Stiles Financial Services Inc held 34,605 SMCI 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 34,605 shares
    Change vs previous 13F -370 shares

    0.25% of the 13F portfolio, value $1,014,965.

    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 34,975 shares
    Change vs previous 13F -3,860 shares

    0.24% of the 13F portfolio, value $796,381.

    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 38,835 shares
    Change vs previous 13F +11,520 shares

    0.35% of the 13F portfolio, value $1,136,700.

    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 27,315 shares
    Change vs previous 13F +5,345 shares

    0.41% of the 13F portfolio, value $1,309,481.

    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 21,970 shares
    Change vs previous 13F +2,500 shares

    0.37% of the 13F portfolio, value $1,076,756.

    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 19,470 shares
    Change vs previous 13F +8,120 shares

    0.26% of the 13F portfolio, value $666,652.

    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 11,350 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $345,948.

    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).