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Strategic Investment Advisors / MI: MGV position timeline

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

Strategic Investment Advisors / MI held 442,676 MGV 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 442,676 shares
    Change vs previous 13F +8,290 shares

    4.38% of the 13F portfolio, value $72,355,403.

    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 434,386 shares
    Change vs previous 13F +102,517 shares

    4.35% of the 13F portfolio, value $63,012,839.

    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 331,869 shares
    Change vs previous 13F +331,859 shares

    4.05% of the 13F portfolio, value $46,878,965.

    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 10 shares
    Change vs previous 13F -314,024 shares

    5.09% of the 13F portfolio, value $43,998,068.

    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 314,034 shares
    Change vs previous 13F +24,807 shares

    4.01% of the 13F portfolio, value $41,275,520.

    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 289,227 shares
    Change vs previous 13F +23,828 shares

    3.95% of the 13F portfolio, value $37,264,025.

    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 265,399 shares
    Change vs previous 13F +10,907 shares

    3.52% of the 13F portfolio, value $33,150,930.

    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 254,492 shares
    Change vs previous 13F not available

    3.58% of the 13F portfolio, value $32,646,289.

    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).