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Strategic Investment Advisors / MI: SPTM position timeline

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

Strategic Investment Advisors / MI held 163,353 SPTM 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 163,353 shares
    Change vs previous 13F +2,831 shares

    0.9% of the 13F portfolio, value $14,830,838.

    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 160,522 shares
    Change vs previous 13F +101,418 shares

    0.88% of the 13F portfolio, value $12,696,898.

    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 59,104 shares
    Change vs previous 13F +19,693 shares

    0.42% of the 13F portfolio, value $4,879,638.

    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 39,411 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $4,580,156.

    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).