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Disclosery

Strategic Financial Services, Inc.: GLD position timeline

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

Strategic Financial Services, Inc. held 8,164 GLD 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 8,164 shares
    Change vs previous 13F -1,200 shares

    0.13% of the 13F portfolio, value $3,007,454.

    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 9,364 shares
    Change vs previous 13F -2,462 shares

    0.19% of the 13F portfolio, value $4,029,236.

    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 11,826 shares
    Change vs previous 13F -15,936 shares

    0.25% of the 13F portfolio, value $5,386,270.

    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 27,762 shares
    Change vs previous 13F -820 shares

    0.5% of the 13F portfolio, value $9,868,558.

    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 28,582 shares
    Change vs previous 13F -11,244 shares

    0.47% of the 13F portfolio, value $8,712,651.

    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 39,826 shares
    Change vs previous 13F -6,033 shares

    0.67% of the 13F portfolio, value $11,475,464.

    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 45,859 shares
    Change vs previous 13F -3,597 shares

    0.66% of the 13F portfolio, value $11,103,840.

    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 49,456 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $12,020,775.

    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).