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Strategic Investment Advisors / MI: SHY position timeline

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

Strategic Investment Advisors / MI held 458,650 SHY 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 458,650 shares
    Change vs previous 13F +137,110 shares

    2.28% of the 13F portfolio, value $37,659,744.

    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 321,540 shares
    Change vs previous 13F +144,894 shares

    1.83% of the 13F portfolio, value $26,560,987.

    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 176,646 shares
    Change vs previous 13F +48,766 shares

    1.27% of the 13F portfolio, value $14,629,274.

    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 127,880 shares
    Change vs previous 13F -638,915 shares

    1.23% of the 13F portfolio, value $10,612,228.

    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 766,795 shares
    Change vs previous 13F +455,930 shares

    6.17% of the 13F portfolio, value $63,474,921.

    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 310,865 shares
    Change vs previous 13F -32,036 shares

    2.73% of the 13F portfolio, value $25,717,897.

    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 342,901 shares
    Change vs previous 13F +221,702 shares

    2.99% of the 13F portfolio, value $28,111,059.

    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 121,199 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $10,077,718.

    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).