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Disclosery

Strategic Financial Services, Inc.: IWF position timeline

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

Strategic Financial Services, Inc. held 9,239 IWF 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 9,239 shares
    Change vs previous 13F +6,908 shares

    0.05% of the 13F portfolio, value $1,147,207.

    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 2,331 shares
    Change vs previous 13F -15 shares

    0.05% of the 13F portfolio, value $993,938.

    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 2,346 shares
    Change vs previous 13F -222 shares

    0.05% of the 13F portfolio, value $1,071,747.

    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 2,568 shares
    Change vs previous 13F -347 shares

    0.06% of the 13F portfolio, value $1,202,877.

    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 2,915 shares
    Change vs previous 13F -155 shares

    0.07% of the 13F portfolio, value $1,237,651.

    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 3,070 shares
    Change vs previous 13F -364 shares

    0.06% of the 13F portfolio, value $1,108,546.

    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 3,434 shares
    Change vs previous 13F -182 shares

    0.08% of the 13F portfolio, value $1,379,026.

    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 3,616 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,357,374.

    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).