Skip to content
Disclosery

Strategic Financial Services, Inc.: VTIP position timeline

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

Strategic Financial Services, Inc. held 1,543,640 VTIP 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 1,543,640 shares
    Change vs previous 13F +75,130 shares

    3.4% of the 13F portfolio, value $77,537,019.

    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 1,468,510 shares
    Change vs previous 13F +639,362 shares

    3.49% of the 13F portfolio, value $73,352,057.

    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 829,148 shares
    Change vs previous 13F +51,618 shares

    1.9% of the 13F portfolio, value $41,208,638.

    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 777,530 shares
    Change vs previous 13F +19,019 shares

    1.98% of the 13F portfolio, value $39,366,368.

    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 758,511 shares
    Change vs previous 13F +10,368 shares

    2.05% of the 13F portfolio, value $38,130,372.

    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 748,143 shares
    Change vs previous 13F +38,811 shares

    2.19% of the 13F portfolio, value $37,332,336.

    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 709,332 shares
    Change vs previous 13F not available

    2.05% of the 13F portfolio, value $34,345,855.

    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).