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Strategic Investment Advisors / MI: EXEL position timeline

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

Strategic Investment Advisors / MI held 43,048 EXEL 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 43,048 shares
    Change vs previous 13F -3,873 shares

    0.14% of the 13F portfolio, value $2,342,242.

    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 46,921 shares
    Change vs previous 13F +15,313 shares

    0.14% of the 13F portfolio, value $2,012,377.

    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 31,608 shares
    Change vs previous 13F -1,735 shares

    0.12% of the 13F portfolio, value $1,386,650.

    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 33,343 shares
    Change vs previous 13F +27,659 shares

    0.16% of the 13F portfolio, value $1,376,694.

    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 5,684 shares
    Change vs previous 13F -412 shares

    0.02% of the 13F portfolio, value $250,522.

    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 6,096 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $225,064.

    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).