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Strategic Investment Advisors / MI: SPIB position timeline

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

Strategic Investment Advisors / MI held 209,001 SPIB 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 209,001 shares
    Change vs previous 13F +4,507 shares

    0.42% of the 13F portfolio, value $6,993,178.

    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 204,494 shares
    Change vs previous 13F +85,383 shares

    0.47% of the 13F portfolio, value $6,854,758.

    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 119,111 shares
    Change vs previous 13F -94,185 shares

    0.35% of the 13F portfolio, value $4,031,261.

    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 213,296 shares
    Change vs previous 13F +110,315 shares

    0.44% of the 13F portfolio, value $3,797,546.

    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 102,981 shares
    Change vs previous 13F +10,065 shares

    0.34% of the 13F portfolio, value $3,455,183.

    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 92,916 shares
    Change vs previous 13F +5,589 shares

    0.33% of the 13F portfolio, value $3,088,518.

    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 87,327 shares
    Change vs previous 13F +29,664 shares

    0.3% of the 13F portfolio, value $2,860,835.

    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 57,663 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,943,820.

    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).