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Strategic Financial Services, Inc.: SMLF position timeline

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

Strategic Financial Services, Inc. held 3,777,784 SMLF 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 3,777,784 shares
    Change vs previous 13F -58,658 shares

    14.76% of the 13F portfolio, value $336,751,693.

    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 3,836,442 shares
    Change vs previous 13F +25,602 shares

    13.79% of the 13F portfolio, value $289,613,030.

    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 3,810,840 shares
    Change vs previous 13F +65,743 shares

    13.98% of the 13F portfolio, value $302,961,805.

    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 3,745,097 shares
    Change vs previous 13F +445 shares

    13.97% of the 13F portfolio, value $278,447,962.

    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 3,744,652 shares
    Change vs previous 13F +137,719 shares

    13.69% of the 13F portfolio, value $254,449,103.

    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 3,606,933 shares
    Change vs previous 13F +32,495 shares

    13.13% of the 13F portfolio, value $224,206,955.

    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 3,574,438 shares
    Change vs previous 13F -113,237 shares

    14.39% of the 13F portfolio, value $241,274,565.

    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 3,687,675 shares
    Change vs previous 13F not available

    14.52% of the 13F portfolio, value $244,677,254.

    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).