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Strategic Investment Advisors / MI: IVV position timeline

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

Strategic Investment Advisors / MI held 6,498 IVV 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 6,498 shares
    Change vs previous 13F +1,704 shares

    0.29% of the 13F portfolio, value $4,866,289.

    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 4,794 shares
    Change vs previous 13F +2,033 shares

    0.22% of the 13F portfolio, value $3,131,464.

    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 2,761 shares
    Change vs previous 13F +2,696 shares

    0.16% of the 13F portfolio, value $1,891,313.

    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 65 shares
    Change vs previous 13F -1,070 shares

    0.08% of the 13F portfolio, value $709,699.

    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 1,135 shares
    Change vs previous 13F +104 shares

    0.07% of the 13F portfolio, value $704,658.

    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 1,031 shares
    Change vs previous 13F -1,711 shares

    0.06% of the 13F portfolio, value $579,444.

    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 2,742 shares
    Change vs previous 13F +751 shares

    0.17% of the 13F portfolio, value $1,613,931.

    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 1,991 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,148,175.

    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).