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Disclosery

Strategic Financial Services, Inc.: SIZE position timeline

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

Strategic Financial Services, Inc. held 98,837 SIZE 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 98,837 shares
    Change vs previous 13F -2,887 shares

    0.77% of the 13F portfolio, value $17,620,660.

    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 101,724 shares
    Change vs previous 13F -353 shares

    0.77% of the 13F portfolio, value $16,220,909.

    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 102,077 shares
    Change vs previous 13F -295 shares

    0.79% of the 13F portfolio, value $17,171,393.

    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 102,372 shares
    Change vs previous 13F -1,228 shares

    0.83% of the 13F portfolio, value $16,459,370.

    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 103,600 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $16,010,344.

    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).