Community Financial Services Group, LLC

Business address
100 Main Street, Suite 260, Newport, VT, 05855-0120
Top securities (13F)
IEF, MSFT, AAPL, AVGO, XOM, NVDA, GOOG, QUAL, JPM, V, AMZN, WMT, META, GVI, ETN, COST, PANW, KLAC, BAC, and NOW
State of incorporation
VT
Fiscal year end
31 December
⭐ Add to watchlist ⭐
Community Financial Services Group, LLC has filed 49 SEC EDGAR filings since 03 Feb 2012

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 21 Oct 2025 30 Sep 2025 028-14640
13F-HR Open Document Open Filing 18 Jul 2025 30 Jun 2025 028-14640
13F-HR Open Document Open Filing 23 Apr 2025 31 Mar 2025 028-14640
13F-HR Open Document Open Filing 29 Jan 2025 31 Dec 2024 028-14640
13F-HR Open Document Open Filing 21 Oct 2024 30 Sep 2024 028-14640
13F-HR Open Document Open Filing 25 Jul 2024 30 Jun 2024 028-14640
13F-HR Open Document Open Filing 23 Apr 2024 31 Mar 2024 028-14640
13F-HR Open Document Open Filing 07 Nov 2023 30 Sep 2023 028-14640
13F-HR Open Document Open Filing 10 Mar 2022 31 Dec 2021 028-14640
13F-HR Open Document Open Filing 09 Nov 2021 30 Sep 2021 028-14640
13F-HR Open Document Open Filing 23 Jul 2021 30 Jun 2021 028-14640
13F-HR Open Document Open Filing 14 May 2021 31 Mar 2021 028-14640
13F-HR Open Document Open Filing 04 Feb 2021 31 Dec 2020 028-14640
13F-HR Open Document Open Filing 29 Oct 2020 30 Sep 2020 028-14640
13F-HR Open Document Open Filing 24 Jul 2020 30 Jun 2020 028-14640
13F-HR Open Document Open Filing 10 Apr 2020 31 Mar 2020 028-14640
13F-HR Open Document Open Filing 06 Feb 2020 31 Dec 2019 028-14640
13F-HR Open Document Open Filing 24 Oct 2019 30 Sep 2019 028-14640
13F-HR Open Document Open Filing 24 Jul 2019 30 Jun 2019 028-14640
13F-HR Open Document Open Filing 22 Apr 2019 31 Mar 2019 028-14640
13F-HR Open Document Open Filing 04 Feb 2019 31 Dec 2018 028-14640
13F-HR Open Document Open Filing 11 Oct 2018 30 Sep 2018 028-14640
13F-HR Open Document Open Filing 27 Jul 2018 30 Jun 2018 028-14640
13F-HR Open Document Open Filing 23 Apr 2018 31 Mar 2018 028-14640
13F-HR Open Document Open Filing 18 Jan 2018 31 Dec 2017 028-14640
13F-HR Open Document Open Filing 24 Oct 2017 30 Sep 2017 028-14640
13F-HR Open Document Open Filing 06 Jul 2017 30 Jun 2017 028-14640
13F-HR Open Document Open Filing 19 May 2017 31 Mar 2017 028-14640
13F-HR Open Document Open Filing 10 Jan 2017 31 Dec 2016 028-14640
13F-HR Open Document Open Filing 25 Oct 2016 30 Sep 2016 028-14640
13F-HR Open Document Open Filing 02 Aug 2016 30 Jun 2016 028-14640
13F-HR Open Document Open Filing 27 Apr 2016 31 Mar 2016 028-14640
13F-HR Open Document Open Filing 08 Feb 2016 31 Dec 2015 028-14640
13F-HR Open Document Open Filing 26 Oct 2015 30 Sep 2015 028-14640
13F-HR Open Document Open Filing 23 Jul 2015 30 Jun 2015 028-14640
13F-HR Open Document Open Filing 01 May 2015 31 Mar 2015 028-14640
13F-HR Open Document Open Filing 27 Jan 2015 31 Dec 2014 028-14640
13F-HR Open Document Open Filing 16 Oct 2014 30 Sep 2014 028-14640
13F-HR Open Document Open Filing 29 Jul 2014 30 Jun 2014 028-14640
13F-HR Open Document Open Filing 17 Apr 2014 31 Mar 2014 028-14640
13F-HR Open Document Open Filing 22 Jan 2014 31 Dec 2013 028-14640