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Disclosery

Strategic Financial Services, Inc.: WMT position timeline

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

Strategic Financial Services, Inc. held 6,728 WMT 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 6,728 shares
    Change vs previous 13F -55 shares

    0.03% of the 13F portfolio, value $762,013.

    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 6,783 shares
    Change vs previous 13F +73 shares

    0.04% of the 13F portfolio, value $842,991.

    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 6,710 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $880,218.

    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 6,710 shares
    Change vs previous 13F +175 shares

    0.03% of the 13F portfolio, value $691,533.

    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 6,535 shares
    Change vs previous 13F +57 shares

    0.03% of the 13F portfolio, value $638,992.

    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 6,478 shares
    Change vs previous 13F +24 shares

    0.03% of the 13F portfolio, value $568,704.

    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 6,454 shares
    Change vs previous 13F +370 shares

    0.03% of the 13F portfolio, value $583,119.

    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 6,084 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $491,283.

    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).