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Strategic Financial Services, Inc.: SPTL position timeline

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

Strategic Financial Services, Inc. held 91,677 SPTL 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 91,677 shares
    Change vs previous 13F +3,774 shares

    0.11% of the 13F portfolio, value $2,404,688.

    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 87,903 shares
    Change vs previous 13F -16,075 shares

    0.11% of the 13F portfolio, value $2,311,849.

    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 103,978 shares
    Change vs previous 13F -205 shares

    0.13% of the 13F portfolio, value $2,759,576.

    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 104,183 shares
    Change vs previous 13F +29,829 shares

    0.14% of the 13F portfolio, value $2,807,732.

    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 74,354 shares
    Change vs previous 13F -247,283 shares

    0.11% of the 13F portfolio, value $1,976,329.

    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 321,637 shares
    Change vs previous 13F +125,653 shares

    0.51% of the 13F portfolio, value $8,767,825.

    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 195,984 shares
    Change vs previous 13F +186,169 shares

    0.31% of the 13F portfolio, value $5,132,821.

    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 9,815 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $285,322.

    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).