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Strategic Investment Advisors / MI: USMV position timeline

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

Strategic Investment Advisors / MI held 31,773 USMV 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 31,773 shares
    Change vs previous 13F +446 shares

    0.19% of the 13F portfolio, value $3,064,869.

    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 31,327 shares
    Change vs previous 13F +7,645 shares

    0.2% of the 13F portfolio, value $2,903,572.

    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 23,682 shares
    Change vs previous 13F +23,254 shares

    0.19% of the 13F portfolio, value $2,231,860.

    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 428 shares
    Change vs previous 13F -23,367 shares

    0.25% of the 13F portfolio, value $2,131,519.

    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 23,795 shares
    Change vs previous 13F +2,125 shares

    0.22% of the 13F portfolio, value $2,231,833.

    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 21,670 shares
    Change vs previous 13F +2,617 shares

    0.22% of the 13F portfolio, value $2,029,625.

    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 19,053 shares
    Change vs previous 13F +1,323 shares

    0.18% of the 13F portfolio, value $1,691,703.

    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 17,730 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,618,939.

    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).