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Disclosery

Stiles Financial Services Inc: SMOT position timeline

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

Stiles Financial Services Inc held 22,137 SMOT 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 22,137 shares
    Change vs previous 13F +94 shares

    0.22% of the 13F portfolio, value $860,253.

    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 22,043 shares
    Change vs previous 13F +120 shares

    0.24% of the 13F portfolio, value $775,701.

    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 21,923 shares
    Change vs previous 13F +461 shares

    0.24% of the 13F portfolio, value $793,621.

    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 21,462 shares
    Change vs previous 13F +1,127 shares

    0.24% of the 13F portfolio, value $774,349.

    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 20,335 shares
    Change vs previous 13F +898 shares

    0.24% of the 13F portfolio, value $707,725.

    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 19,437 shares
    Change vs previous 13F -242 shares

    0.24% of the 13F portfolio, value $637,415.

    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 19,679 shares
    Change vs previous 13F +6,300 shares

    0.25% of the 13F portfolio, value $678,401.

    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 13,379 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $468,686.

    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).