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Strategic Investment Advisors / MI: SPEM position timeline

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

Strategic Investment Advisors / MI held 8,781 SPEM 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 8,781 shares
    Change vs previous 13F -2,130 shares

    0.03% of the 13F portfolio, value $454,669.

    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 10,911 shares
    Change vs previous 13F +3,212 shares

    0.04% of the 13F portfolio, value $511,854.

    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 7,699 shares
    Change vs previous 13F +5,692 shares

    0.03% of the 13F portfolio, value $360,401.

    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 2,007 shares
    Change vs previous 13F -5,970 shares

    0.04% of the 13F portfolio, value $381,951.

    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 7,977 shares
    Change vs previous 13F -8,001 shares

    0.03% of the 13F portfolio, value $340,942.

    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 15,978 shares
    Change vs previous 13F -3,340 shares

    0.07% of the 13F portfolio, value $629,054.

    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 19,318 shares
    Change vs previous 13F -2,474 shares

    0.08% of the 13F portfolio, value $741,243.

    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 21,792 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $899,593.

    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).