Community Financial Services Group, LLC
All 13F Filings
- Location
- Newport, VT
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 686,346
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/9/2026 | 532 | 686,346 | 13F-HR | Community Financial Services Group, LLC |
| Q1 2026 | 4/8/2026 | 460 | 568,197 | 13F-HR | Community Financial Services Group, LLC |
| Q4 2025 | 1/15/2026 | 98 | 544,603 | 13F-HR | Community Financial Services Group, LLC |
| Q3 2025 | 10/21/2025 | 99 | 545,728 | 13F-HR | Community Financial Services Group, LLC |
| Q2 2025 | 7/18/2025 | 96 | 502,747 | 13F-HR | Community Financial Services Group, LLC |
| Q2 2014 | 7/29/2014 | 228 | 201,769 | 13F-HR | Community Financial Services Group, LLC |
| Q1 2014 | 4/17/2014 | 232 | 202,998 | 13F-HR | Community Financial Services Group, LLC |
| Q4 2013 | 1/22/2014 | 65 | 184,724 | 13F-HR | Community Financial Services Group, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 570.2 K | 83.1% | 94.47 K | 0 | 94.47 K |
| ETFs | 111.4 K | 16.2% | 19.04 K | 0 | 19.04 K |
| Debt | 4.634 K | 0.7% | 4.634 K | 0 | 4.634 K |
| Other | 31 | 0.0% | 0 | 1 | -1 |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/9/2026
Total value ($000)
686,346
Holdings
532
QoQ value change ($000)
118,149
(20.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.