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Disclosery

Stiles Financial Services Inc: SMH position timeline

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

Stiles Financial Services Inc held 1,014 SMH 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 1,014 shares
    Change vs previous 13F +55 shares

    0.17% of the 13F portfolio, value $665,077.

    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 959 shares
    Change vs previous 13F +114 shares

    0.11% of the 13F portfolio, value $367,683.

    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 845 shares
    Change vs previous 13F +129 shares

    0.09% of the 13F portfolio, value $304,312.

    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 716 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $233,632.

    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).