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Disclosery

Strategic Financial Services, Inc.: IBM position timeline

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

Strategic Financial Services, Inc. held 4,332 IBM 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 4,332 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $1,218,207.

    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 4,332 shares
    Change vs previous 13F -37 shares

    0.05% of the 13F portfolio, value $1,050,038.

    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 4,369 shares
    Change vs previous 13F +386 shares

    0.06% of the 13F portfolio, value $1,306,030.

    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 3,983 shares
    Change vs previous 13F -252 shares

    0.06% of the 13F portfolio, value $1,123,848.

    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 4,235 shares
    Change vs previous 13F +46 shares

    0.07% of the 13F portfolio, value $1,248,399.

    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 4,189 shares
    Change vs previous 13F -319 shares

    0.06% of the 13F portfolio, value $1,041,641.

    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 4,508 shares
    Change vs previous 13F -54 shares

    0.06% of the 13F portfolio, value $990,998.

    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 4,562 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,008,582.

    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).