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Strategic Investment Advisors / MI: SHOP position timeline

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

Strategic Investment Advisors / MI held 1,800 SHOP 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 1,800 shares
    Change vs previous 13F +131 shares

    0.01% of the 13F portfolio, value $205,541.

    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 1,669 shares
    Change vs previous 13F +420 shares

    0.01% of the 13F portfolio, value $197,995.

    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 1,249 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $201,037.

    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).