Notify me when Community Financial Services Group, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 98 | $544,602,960 | +$17,914,389 | -$16,849,585 | +$1,064,804 | IEF, MSFT, AAPL, XOM, GOOG | 13F-HR | 15 Jan 2026, 15:42 |
| Q3 2025 | 99 | $545,727,595 | +$23,829,390 | -$15,110,312 | +$8,719,078 | IEF, MSFT, AAPL, AVGO, XOM | 13F-HR | 21 Oct 2025, 16:41 |
| Q2 2025 | 96 | $502,746,809 | +$31,596,359 | -$26,168,797 | +$5,427,562 | MSFT, IEF, AAPL, AVGO, XOM | 13F-HR | 18 Jul 2025, 14:35 |
| Q1 2025 | 96 | $461,269,702 | +$21,578,764 | -$44,763,360 | -$23,184,596 | IEF, MSFT, AAPL, XOM, V | 13F-HR | 23 Apr 2025, 09:00 |
| Q4 2024 | 119 | $504,567,541 | +$53,264,105 | -$35,016,047 | +$18,248,058 | AAPL, MSFT, IEF, XOM, NVDA | 13F-HR | 29 Jan 2025, 15:04 |
| Q3 2024 | 123 | $488,749,591 | +$29,386,060 | -$19,630,122 | +$9,755,938 | MSFT, IEF, AAPL, XOM, NVDA | 13F-HR | 21 Oct 2024, 16:35 |
| Q2 2024 | 118 | $464,343,956 | +$56,328,614 | -$40,644,552 | +$15,684,062 | MSFT, IEF, AAPL, XOM, GOOG | 13F-HR | 25 Jul 2024, 09:48 |
| Q1 2024 | 139 | $438,987,923 | +$171,104,314 | -$187,153,854 | -$16,049,540 | IEF, MSFT, AAPL, XOM, GOOG | 13F-HR | 23 Apr 2024, 16:11 |
| Q3 2023 | 120 | $396,467,143 | $0 | $0 | $0 | IEF, XOM, AAPL, MSFT, VCIT | 13F-HR | 07 Nov 2023, 16:25 |
| Q4 2021 | 105 | $398,922,000 | +$20,548,463 | -$12,737,095 | +$7,811,368 | IGSB, AAPL, MSFT, COST, SCHW | 13F-HR | 10 Mar 2022, 13:21 |
| Q3 2021 | 104 | $367,382,000 | +$26,313,648 | -$12,124,351 | +$14,189,297 | IGSB, AAPL, MSFT, GOOG, SCHW | 13F-HR | 09 Nov 2021, 10:21 |
| Q2 2021 | 101 | $358,275,000 | +$22,983,080 | -$21,304,322 | +$1,678,758 | IGSB, AAPL, MSFT, SCHW, GOOG | 13F-HR | 23 Jul 2021, 13:53 |
| Q1 2021 | 94 | $337,577,000 | +$29,701,870 | -$29,205,393 | +$496,477 | IGSB, AAPL, MSFT, SCHW, TSM | 13F-HR | 14 May 2021, 09:39 |
| Q4 2020 | 89 | $317,668,000 | +$33,622,104 | -$21,448,398 | +$12,173,706 | IGSB, AAPL, MSFT, ARKW, COST | 13F-HR | 04 Feb 2021, 08:28 |
| Q3 2020 | 87 | $270,808,000 | +$24,388,659 | -$23,129,349 | +$1,259,310 | VGIT, AAPL, MSFT, COST, CSCO | 13F-HR | 29 Oct 2020, 10:21 |
| Q2 2020 | 85 | $263,073,000 | +$27,902,537 | -$106,573,343 | -$78,670,806 | VGIT, MSFT, AAPL, CSCO, COST | 13F-HR | 24 Jul 2020, 10:46 |
| Q1 2020 | 68 | $293,486,000 | +$24,659,413 | -$33,043,876 | -$8,384,463 | VGIT, MSFT, VOT, VTV, IJT | 13F-HR | 10 Apr 2020, 16:13 |
| Q4 2019 | 78 | $385,069,000 | +$35,355,322 | -$13,060,023 | +$22,295,299 | VGIT, IEF, VOT, VTV, SPY | 13F-HR | 06 Feb 2020, 08:36 |
| Q3 2019 | 79 | $345,671,000 | +$61,492,091 | -$11,389,335 | +$50,102,756 | VGIT, IEF, SPY, VOT, VTV | 13F-HR | 24 Oct 2019, 11:03 |
| Q2 2019 | 68 | $292,630,000 | +$9,802,157 | -$18,026,831 | -$8,224,674 | MSFT, SPY, VOT, VTV, IJT | 13F-HR | 24 Jul 2019, 11:19 |
| Q1 2019 | 87 | $293,683,000 | +$23,318,614 | -$24,485,459 | -$1,166,845 | SPY, MSFT, VOT, IJT, VTV | 13F-HR | 22 Apr 2019, 15:13 |
| Q4 2018 | 88 | $263,816,000 | +$18,302,885 | -$13,275,895 | +$5,026,990 | MSFT, IJT, SPY, VOT, BA | 13F-HR | 04 Feb 2019, 11:06 |
| Q3 2018 | 96 | $293,112,000 | +$9,718,190 | -$12,886,846 | -$3,168,656 | IJT, SPY, MSFT, VOT, IUSG | 13F-HR | 11 Oct 2018, 15:19 |
| Q2 2018 | 92 | $279,553,000 | +$28,885,749 | -$11,352,152 | +$17,533,597 | IJT, VOT, IUSG, MSFT, SPY | 13F-HR | 27 Jul 2018, 11:02 |
| Q1 2018 | 72 | $254,925,000 | +$10,144,918 | -$10,427,759 | -$282,841 | IUSG, MSFT, BA, IJT, CSCO | 13F-HR | 23 Apr 2018, 11:51 |
| Q4 2017 | 67 | $257,749,000 | +$20,535,103 | -$12,318,177 | +$8,216,926 | SPY, IUSG, BA, MSFT, IJT | 13F-HR | 18 Jan 2018, 12:04 |
| Q3 2017 | 66 | $244,121,000 | +$20,198,025 | -$14,178,621 | +$6,019,404 | IUSG, BA, IJT, MSFT, VOT | 13F-HR | 24 Oct 2017, 14:27 |
| Q2 2017 | 54 | $227,553,000 | +$16,645,732 | -$15,261,367 | +$1,384,365 | BA, IUSG, MSFT, VOT, VTR | 13F-HR | 06 Jul 2017, 14:52 |
| Q1 2017 | 61 | $222,647,000 | +$14,055,500 | -$10,967,783 | +$3,087,717 | BA, IUSG, MSFT, VOT, CSCO | 13F-HR | 19 May 2017, 09:26 |
| Q4 2016 | 60 | $212,123,000 | +$8,033,430 | -$14,155,082 | -$6,121,652 | SCHW, CBU, IUSG, MSFT, BA | 13F-HR | 10 Jan 2017, 14:58 |
| Q3 2016 | 59 | $211,683,000 | +$14,528,510 | -$10,342,346 | +$4,186,164 | IUSG, VOT, MSFT, CSCO, VTR | 13F-HR | 25 Oct 2016, 12:36 |
| Q2 2016 | 66 | $202,668,000 | +$6,176,557 | -$8,677,178 | -$2,500,621 | IUSG, VTR, VOT, GE, PFE | 13F-HR | 02 Aug 2016, 08:02 |
| Q1 2016 | 59 | $204,138,000 | +$8,862,047 | -$8,717,708 | +$144,339 | IUSG, GE, MSFT, VOT, CSCO | 13F-HR | 27 Apr 2016, 13:27 |
| Q4 2015 | 65 | $204,162,000 | +$10,624,547 | -$19,380,864 | -$8,756,317 | IBB, MSFT, IUSG, GE, BA | 13F-HR | 08 Feb 2016, 14:58 |
| Q3 2015 | 274 | $201,394,000 | +$17,863,234 | -$6,952,532 | +$10,910,702 | IBB, IUSG, VOT, BA, CSCO | 13F-HR | 26 Oct 2015, 08:50 |
| Q2 2015 | 288 | $209,887,000 | +$5,857,632 | -$3,403,907 | +$2,453,725 | IBB, IUSG, VOT, SCHW, BA | 13F-HR | 23 Jul 2015, 08:15 |
| Q1 2015 | 325 | $212,925,000 | +$10,802,808 | -$15,251,829 | -$4,449,021 | IBB, BA, IUSG, VOT, PFE | 13F-HR | 01 May 2015, 13:57 |
| Q4 2014 | 300 | $217,214,000 | +$8,929,860 | -$2,465,530 | +$6,464,330 | STX, IBB, XRX, IUSG, CSCO | 13F-HR | 27 Jan 2015, 09:35 |
| Q3 2014 | 231 | $202,219,000 | +$12,914,074 | -$7,026,916 | +$5,887,158 | STX, IBB, MSFT, XRX, IUSG | 13F-HR | 16 Oct 2014, 09:37 |
| Q2 2014 | 225 | $201,769,000 | +$11,223,445 | -$19,756,534 | -$8,533,089 | IUSG, IBB, VOT, GE, RDSA | 13F-HR | 29 Jul 2014, 10:06 |
| Q1 2014 | 228 | $202,993,000 | +$23,018,067 | -$7,031,410 | +$15,986,657 | STX, GE, IUSG, PFE, BA | 13F-HR | 17 Apr 2014, 13:44 |
| Q4 2013 | 65 | $184,724,000 | $0 | $0 | $0 | IGSB, BA, GE, IUSG, XRX | 13F-HR | 22 Jan 2014, 12:54 |