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Strategic Investment Advisors / MI: PWV position timeline

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

Strategic Investment Advisors / MI held 6,750 PWV 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 6,750 shares
    Change vs previous 13F -165 shares

    0.03% of the 13F portfolio, value $511,484.

    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 6,915 shares
    Change vs previous 13F -430 shares

    0.03% of the 13F portfolio, value $482,074.

    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 7,345 shares
    Change vs previous 13F +6,955 shares

    0.04% of the 13F portfolio, value $488,608.

    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 390 shares
    Change vs previous 13F -7,595 shares

    0.06% of the 13F portfolio, value $521,555.

    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 7,985 shares
    Change vs previous 13F -145 shares

    0.05% of the 13F portfolio, value $496,210.

    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 8,130 shares
    Change vs previous 13F -781 shares

    0.05% of the 13F portfolio, value $483,787.

    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 8,911 shares
    Change vs previous 13F -53 shares

    0.05% of the 13F portfolio, value $506,815.

    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 8,964 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $522,793.

    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).