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Strategic Investment Advisors / MI: MO position timeline

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

Strategic Investment Advisors / MI held 60,208 MO 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 60,208 shares
    Change vs previous 13F -2,539 shares

    0.26% of the 13F portfolio, value $4,331,998.

    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 62,747 shares
    Change vs previous 13F +7,698 shares

    0.29% of the 13F portfolio, value $4,140,684.

    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 55,049 shares
    Change vs previous 13F +683 shares

    0.27% of the 13F portfolio, value $3,177,579.

    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 54,366 shares
    Change vs previous 13F -1,824 shares

    0.42% of the 13F portfolio, value $3,591,098.

    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 56,190 shares
    Change vs previous 13F +1,607 shares

    0.32% of the 13F portfolio, value $3,284,008.

    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 54,583 shares
    Change vs previous 13F -1,707 shares

    0.35% of the 13F portfolio, value $3,276,086.

    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 56,290 shares
    Change vs previous 13F -16 shares

    0.31% of the 13F portfolio, value $2,943,426.

    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 56,306 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $2,873,883.

    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).