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Strategic Financial Services, Inc.: LRGF position timeline

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

Strategic Financial Services, Inc. held 3,975,040 LRGF 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 3,975,040 shares
    Change vs previous 13F -15,834 shares

    13.18% of the 13F portfolio, value $300,632,310.

    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 3,990,874 shares
    Change vs previous 13F +78,249 shares

    12.55% of the 13F portfolio, value $263,397,715.

    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 3,912,625 shares
    Change vs previous 13F +104,578 shares

    12.58% of the 13F portfolio, value $272,788,247.

    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 3,808,047 shares
    Change vs previous 13F -13,172 shares

    13.2% of the 13F portfolio, value $263,059,889.

    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 3,821,219 shares
    Change vs previous 13F +94,985 shares

    13.18% of the 13F portfolio, value $245,054,777.

    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 3,726,234 shares
    Change vs previous 13F +43,596 shares

    12.63% of the 13F portfolio, value $215,674,426.

    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 3,682,638 shares
    Change vs previous 13F -513,639 shares

    13.25% of the 13F portfolio, value $222,247,205.

    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 4,196,277 shares
    Change vs previous 13F not available

    14.63% of the 13F portfolio, value $246,615,188.

    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).