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Strategic Investment Advisors / MI: TROW position timeline

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

Strategic Investment Advisors / MI held 10,462 TROW 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 10,462 shares
    Change vs previous 13F +243 shares

    0.07% of the 13F portfolio, value $1,189,475.

    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 10,219 shares
    Change vs previous 13F +393 shares

    0.06% of the 13F portfolio, value $921,116.

    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 9,826 shares
    Change vs previous 13F -905 shares

    0.09% of the 13F portfolio, value $1,006,032.

    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 10,731 shares
    Change vs previous 13F -320 shares

    0.13% of the 13F portfolio, value $1,101,362.

    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 11,051 shares
    Change vs previous 13F -753 shares

    0.1% of the 13F portfolio, value $1,062,969.

    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 11,804 shares
    Change vs previous 13F -354 shares

    0.11% of the 13F portfolio, value $1,084,408.

    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 12,158 shares
    Change vs previous 13F -110 shares

    0.15% of the 13F portfolio, value $1,374,972.

    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 12,268 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,336,388.

    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).