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Disclosery

Stiles Financial Services Inc: URI position timeline

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

Stiles Financial Services Inc held 2,847 URI 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 2,847 shares
    Change vs previous 13F +278 shares

    0.81% of the 13F portfolio, value $3,225,794.

    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 2,569 shares
    Change vs previous 13F +782 shares

    0.57% of the 13F portfolio, value $1,871,937.

    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 1,787 shares
    Change vs previous 13F +408 shares

    0.45% of the 13F portfolio, value $1,446,122.

    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 1,379 shares
    Change vs previous 13F +153 shares

    0.42% of the 13F portfolio, value $1,316,942.

    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 1,226 shares
    Change vs previous 13F +281 shares

    0.32% of the 13F portfolio, value $925,592.

    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 945 shares
    Change vs previous 13F +321 shares

    0.23% of the 13F portfolio, value $593,199.

    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 624 shares
    Change vs previous 13F +214 shares

    0.16% of the 13F portfolio, value $440,202.

    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 410 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $332,248.

    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).