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Strategic Investment Advisors / MI: CFG position timeline

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

Strategic Investment Advisors / MI held 35,960 CFG 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 35,960 shares
    Change vs previous 13F -1,151 shares

    0.15% of the 13F portfolio, value $2,519,749.

    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 37,111 shares
    Change vs previous 13F +4,106 shares

    0.15% of the 13F portfolio, value $2,224,495.

    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 33,005 shares
    Change vs previous 13F -1,593 shares

    0.17% of the 13F portfolio, value $1,929,808.

    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 34,598 shares
    Change vs previous 13F -1,364 shares

    0.21% of the 13F portfolio, value $1,839,017.

    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 35,962 shares
    Change vs previous 13F -2,884 shares

    0.16% of the 13F portfolio, value $1,604,071.

    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 38,846 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,591,527.

    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).