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Strategic Investment Advisors / MI: IWB position timeline

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

Strategic Investment Advisors / MI held 14,485 IWB 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 14,485 shares
    Change vs previous 13F -178 shares

    0.36% of the 13F portfolio, value $5,931,732.

    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 14,663 shares
    Change vs previous 13F -316 shares

    0.36% of the 13F portfolio, value $5,228,376.

    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 14,979 shares
    Change vs previous 13F -90,280 shares

    0.48% of the 13F portfolio, value $5,593,739.

    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 105,259 shares
    Change vs previous 13F +90,231 shares

    0.64% of the 13F portfolio, value $5,497,756.

    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 15,028 shares
    Change vs previous 13F -226 shares

    0.5% of the 13F portfolio, value $5,103,048.

    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 15,254 shares
    Change vs previous 13F -474 shares

    0.5% of the 13F portfolio, value $4,678,939.

    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 15,728 shares
    Change vs previous 13F -405 shares

    0.54% of the 13F portfolio, value $5,066,905.

    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 16,133 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $5,071,937.

    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).