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Strategic Investment Advisors / MI: PEG position timeline

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

Strategic Investment Advisors / MI held 15,846 PEG 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 15,846 shares
    Change vs previous 13F -725 shares

    0.08% of the 13F portfolio, value $1,286,083.

    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 16,571 shares
    Change vs previous 13F +889 shares

    0.09% of the 13F portfolio, value $1,341,419.

    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 15,682 shares
    Change vs previous 13F -272 shares

    0.11% of the 13F portfolio, value $1,260,807.

    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 15,954 shares
    Change vs previous 13F +127 shares

    0.15% of the 13F portfolio, value $1,331,441.

    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 15,827 shares
    Change vs previous 13F -1,067 shares

    0.13% of the 13F portfolio, value $1,327,929.

    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 16,894 shares
    Change vs previous 13F -702 shares

    0.15% of the 13F portfolio, value $1,390,354.

    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 17,596 shares
    Change vs previous 13F -195 shares

    0.16% of the 13F portfolio, value $1,486,649.

    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 17,791 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,587,173.

    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).