Current Market Value 1,858,773,907
Current Holdings 138
Most Recent File Date 2025-08-01
Total Filings on Record 49
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Strategic Financial Services, Inc, . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-01 2025-06-30 13F-HR 138 1,858,774
2025-05-23 2025-03-31 13F-HR 133 1,707,225
2025-02-11 2024-12-31 13F-HR 136 1,676,724
2024-11-14 2024-09-30 13F-HR 141 1,685,464
2024-08-12 2024-06-30 13F-HR 131 1,580,354
2024-05-07 2024-03-31 13F-HR 126 1,548,214
2024-02-08 2023-12-31 13F-HR 127 1,422,923
2023-11-06 2023-09-30 13F-HR 120 1,284,858
2023-08-10 2023-06-30 13F-HR 122 1,341,466
2023-05-12 2023-03-31 13F-HR 119 1,293,259
2023-02-13 2022-12-31 13F-HR 121 1,250,821
2022-11-09 2022-09-30 13F-HR 126 1,132,957
2022-08-12 2022-06-30 13F-HR 129 1,177,058
2022-04-26 2022-03-31 13F-HR 138 1,321,506
2022-02-15 2021-12-31 13F-HR 133 1,343,767
2021-11-15 2021-09-30 13F-HR 128 1,266,493
2021-08-16 2021-06-30 13F-HR 143 1,260,496
2021-05-06 2021-03-31 13F-HR 136 1,183,897
2021-02-08 2020-12-31 13F-HR 134 1,115,091
2020-11-16 2020-09-30 13F-HR 126 973,715
2020-08-11 2020-06-30 13F-HR 125 899,695
2020-05-08 2020-03-31 13F-HR 120 748,170
2020-02-13 2019-12-31 13F-HR 135 870,288
2019-11-14 2019-09-30 13F-HR 134 782,489
2019-08-13 2019-06-30 13F-HR 136 757,113
2019-04-23 2019-03-31 13F-HR 134 723,395
2019-02-11 2018-12-31 13F-HR 130 639,285
2018-10-25 2018-09-30 13F-HR 120 671,339
2018-08-06 2018-06-30 13F-HR 118 648,642
2018-05-14 2018-03-31 13F-HR 107 614,943
2018-02-05 2017-12-31 13F-HR 119 632,364
2017-11-06 2017-09-30 13F-HR 117 605,493
2017-08-14 2017-06-30 13F-HR 115 571,921
2017-05-11 2017-03-31 13F-HR 114 549,907
2017-02-14 2016-12-31 13F-HR 111 520,912
2016-11-07 2016-09-30 13F-HR 103 503,525
2016-08-05 2016-06-30 13F-HR 97 498,502
2016-05-05 2016-03-31 13F-HR 93 430,334
2016-02-12 2015-12-31 13F-HR 96 380,947
2015-11-13 2015-09-30 13F-HR 97 360,634
2015-08-12 2015-06-30 13F-HR 91 356,631
2015-05-14 2015-03-31 13F-HR 92 388,151
2015-02-12 2014-12-31 13F-HR 96 367,833
2014-11-14 2014-09-30 13F-HR 96 358,237
2014-08-14 2014-06-30 13F-HR 97 361,127
2014-05-15 2014-03-31 13F-HR 96 341,507
2014-02-14 2013-12-31 13F-HR 97 315,395
2013-11-15 2013-09-30 13F-HR 98 297,051
2013-08-15 2013-06-30 13F-HR 98 282,972