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Disclosery

Stiles Financial Services Inc: XEL position timeline

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

Stiles Financial Services Inc held 46,310 XEL 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 46,310 shares
    Change vs previous 13F +168 shares

    0.93% of the 13F portfolio, value $3,718,690.

    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 46,142 shares
    Change vs previous 13F -507 shares

    1.12% of the 13F portfolio, value $3,665,537.

    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 46,649 shares
    Change vs previous 13F -723 shares

    1.06% of the 13F portfolio, value $3,445,471.

    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 47,372 shares
    Change vs previous 13F -78 shares

    1.2% of the 13F portfolio, value $3,820,584.

    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 47,450 shares
    Change vs previous 13F -4,815 shares

    1.12% of the 13F portfolio, value $3,231,401.

    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 52,265 shares
    Change vs previous 13F +1,141 shares

    1.42% of the 13F portfolio, value $3,699,789.

    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 51,124 shares
    Change vs previous 13F +335 shares

    1.25% of the 13F portfolio, value $3,451,687.

    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 50,789 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $3,316,391.

    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).