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Disclosery

Strategic Financial Services, Inc.: PEP position timeline

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

Strategic Financial Services, Inc. held 9,433 PEP 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 9,433 shares
    Change vs previous 13F -120 shares

    0.06% of the 13F portfolio, value $1,277,228.

    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 9,553 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $1,483,485.

    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 9,553 shares
    Change vs previous 13F -1,569 shares

    0.08% of the 13F portfolio, value $1,628,691.

    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 11,122 shares
    Change vs previous 13F -242 shares

    0.08% of the 13F portfolio, value $1,561,974.

    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 11,364 shares
    Change vs previous 13F +262 shares

    0.08% of the 13F portfolio, value $1,500,503.

    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 11,102 shares
    Change vs previous 13F -4,170 shares

    0.1% of the 13F portfolio, value $1,664,634.

    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 15,272 shares
    Change vs previous 13F -1,360 shares

    0.14% of the 13F portfolio, value $2,322,260.

    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 16,632 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,828,272.

    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).