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Disclosery

Strategic Financial Services, Inc.: DFIV position timeline

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

Strategic Financial Services, Inc. held 820,043 DFIV shares at 2026-06-30 per its 13F-HR filed 2026-08-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 820,043 shares
    Change vs previous 13F -13,457 shares

    1.94% of the 13F portfolio, value $44,298,732.

    13F-HR 0001432539-26-000005 filed by Strategic 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 833,500 shares
    Change vs previous 13F -10,198 shares

    2.1% of the 13F portfolio, value $43,992,139.

    13F-HR 0001432539-26-000003 filed by Strategic 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 843,698 shares
    Change vs previous 13F -7,332 shares

    2.12% of the 13F portfolio, value $45,998,424.

    13F-HR 0001432539-26-000001 filed by Strategic 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 851,030 shares
    Change vs previous 13F -6,617 shares

    1.97% of the 13F portfolio, value $39,249,504.

    13F-HR 0001432539-25-000010 filed by Strategic 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 857,647 shares
    Change vs previous 13F +1,208 shares

    1.98% of the 13F portfolio, value $36,733,021.

    13F-HR 0001432539-25-000007 filed by Strategic 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 856,439 shares
    Change vs previous 13F +9,334 shares

    1.97% of the 13F portfolio, value $33,709,439.

    13F-HR 0001432539-25-000006 filed by Strategic 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 847,105 shares
    Change vs previous 13F +27,052 shares

    1.79% of the 13F portfolio, value $30,055,285.

    13F-HR 0001432539-25-000001 filed by Strategic 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 820,053 shares
    Change vs previous 13F not available

    1.85% of the 13F portfolio, value $31,227,618.

    13F-HR 0001432539-24-000009 filed by Strategic Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).