Strategic Investment Advisors / MI: TRP position timeline

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

Strategic Investment Advisors / MI held 12,539 TRP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

period ended2026-06-30
13F 12,539 shares
Change vs previous 13F -2,334 shares
0.05% of the 13F portfolio, value $831,241.
13F-HR 0001760540-26-000003 filed by Strategic Investment Advisors / MI
Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 14,873 shares
Change vs previous 13F not available
0.06% of the 13F portfolio, value $931,069.
13F-HR 0001760540-26-000002 filed by Strategic Investment Advisors / MI
Filed 2026-05-18 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).