Community Financial Services Group, LLC
All 13F Filings
- Location
- Newport, VT
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 544,603
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 458.6 K | 84.2% | 0 | 4.023 K | -4.023 K |
| ETFs | 86.03 K | 15.8% | 2.904 K | 0 | 2.904 K |
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Fund Snapshot
Q4 2025
Latest filed
1/15/2026
Total value ($000)
544,603
Holdings
98
QoQ value change ($000)
-1,125
(-0.2%)
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.