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Disclosery

Strategic Financial Services, Inc.: XBI position timeline

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

Strategic Financial Services, Inc. held 11,823 XBI 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 11,823 shares
    Change vs previous 13F -17,913 shares

    0.08% of the 13F portfolio, value $1,870,990.

    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 29,736 shares
    Change vs previous 13F -231,188 shares

    0.18% of the 13F portfolio, value $3,798,182.

    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 260,924 shares
    Change vs previous 13F -24,213 shares

    1.51% of the 13F portfolio, value $32,748,574.

    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 285,137 shares
    Change vs previous 13F +3,790 shares

    1.43% of the 13F portfolio, value $28,570,727.

    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 281,347 shares
    Change vs previous 13F +18,778 shares

    1.26% of the 13F portfolio, value $23,332,107.

    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 262,569 shares
    Change vs previous 13F +14,048 shares

    1.25% of the 13F portfolio, value $21,294,346.

    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 248,521 shares
    Change vs previous 13F +5,079 shares

    1.33% of the 13F portfolio, value $22,381,801.

    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 243,442 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $24,052,073.

    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).