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Disclosery

Strategic Financial Services, Inc.: VLUE position timeline

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

Strategic Financial Services, Inc. held 3,390 VLUE 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 3,390 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $677,356.

    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 3,390 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $482,024.

    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 3,390 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $514,873.

    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 3,390 shares
    Change vs previous 13F -70 shares

    0.02% of the 13F portfolio, value $423,920.

    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 3,460 shares
    Change vs previous 13F -40 shares

    0.02% of the 13F portfolio, value $391,707.

    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 3,500 shares
    Change vs previous 13F -21,780 shares

    0.02% of the 13F portfolio, value $373,275.

    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 25,280 shares
    Change vs previous 13F -143,863 shares

    0.16% of the 13F portfolio, value $2,669,821.

    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 169,143 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $18,443,353.

    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).