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Strategic Investment Advisors / MI: BSV position timeline

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

Strategic Investment Advisors / MI held 85,165 BSV 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 85,165 shares
    Change vs previous 13F -3,992 shares

    0.4% of the 13F portfolio, value $6,635,224.

    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 89,157 shares
    Change vs previous 13F +39,550 shares

    0.48% of the 13F portfolio, value $6,991,473.

    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 49,607 shares
    Change vs previous 13F +17,484 shares

    0.34% of the 13F portfolio, value $3,909,561.

    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 32,123 shares
    Change vs previous 13F -20,102 shares

    0.46% of the 13F portfolio, value $3,954,756.

    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 52,225 shares
    Change vs previous 13F -2,396 shares

    0.4% of the 13F portfolio, value $4,110,145.

    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 54,621 shares
    Change vs previous 13F -942 shares

    0.45% of the 13F portfolio, value $4,275,768.

    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 55,563 shares
    Change vs previous 13F +1,141 shares

    0.46% of the 13F portfolio, value $4,293,340.

    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 54,422 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $4,282,492.

    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).