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Disclosery

Strategic Financial Services, Inc.: IVW position timeline

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

Strategic Financial Services, Inc. held 2,699 IVW 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 2,699 shares
    Change vs previous 13F -21 shares

    0.02% of the 13F portfolio, value $371,193.

    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 2,720 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $307,659.

    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).