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Strategic Investment Advisors / MI: BLV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Strategic Investment Advisors / MI on BLV, newest first. How the timeline and the estimate are built.

Strategic Investment Advisors / MI held 46,406 BLV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,406 shares
    Change vs previous 13F -2,156 shares

    0.19% of the 13F portfolio, value $3,198,768.

    13F-HR 0001760540-26-000003 filed by Strategic Investment Advisors / MI
    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 48,562 shares
    Change vs previous 13F +20,720 shares

    0.23% of the 13F portfolio, value $3,340,412.

    13F-HR 0001760540-26-000002 filed by Strategic Investment Advisors / MI
    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 27,842 shares
    Change vs previous 13F -376 shares

    0.17% of the 13F portfolio, value $1,935,566.

    13F-HR 0001760540-26-000001 filed by Strategic Investment Advisors / MI
    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/A 28,218 shares
    Change vs previous 13F -1,274 shares

    0.23% of the 13F portfolio, value $1,999,232.

    13F-HR/A 0001760540-25-000005 filed by Strategic Investment Advisors / MI
    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 29,492 shares
    Change vs previous 13F -1,285 shares

    0.2% of the 13F portfolio, value $2,050,840.

    13F-HR 0001760540-25-000001 filed by Strategic Investment Advisors / MI
    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 30,777 shares
    Change vs previous 13F +1,399 shares

    0.23% of the 13F portfolio, value $2,167,341.

    13F-HR 0001754960-25-000242 filed by Strategic Investment Advisors / MI
    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 29,378 shares
    Change vs previous 13F +693 shares

    0.21% of the 13F portfolio, value $2,010,321.

    13F-HR 0001754960-25-000056 filed by Strategic Investment Advisors / MI
    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 28,685 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $2,156,275.

    13F-HR 0001754960-24-000521 filed by Strategic Investment Advisors / MI
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).