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Strategic Investment Advisors / MI: UAL position timeline

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

Strategic Investment Advisors / MI held 24,191 UAL 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 24,191 shares
    Change vs previous 13F -1,696 shares

    0.2% of the 13F portfolio, value $3,289,776.

    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 25,887 shares
    Change vs previous 13F +5,124 shares

    0.16% of the 13F portfolio, value $2,383,859.

    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 20,763 shares
    Change vs previous 13F -2,924 shares

    0.2% of the 13F portfolio, value $2,323,603.

    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 23,687 shares
    Change vs previous 13F -1,261 shares

    0.26% of the 13F portfolio, value $2,285,120.

    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 24,948 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,981,194.

    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).