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Disclosery

Strategic Financial Services, Inc.: VTWO position timeline

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

Strategic Financial Services, Inc. held 15,208 VTWO 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 15,208 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $1,846,555.

    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 15,208 shares
    Change vs previous 13F +1,173 shares

    0.07% of the 13F portfolio, value $1,523,385.

    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 14,035 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $1,503,149.

    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 14,035 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $1,372,904.

    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 14,035 shares
    Change vs previous 13F +1,585 shares

    0.07% of the 13F portfolio, value $1,224,133.

    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 12,450 shares
    Change vs previous 13F +875 shares

    0.06% of the 13F portfolio, value $1,004,093.

    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 11,575 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,033,995.

    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 11,575 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,034,342.

    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).