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Strategic Investment Advisors / MI: VB position timeline

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

Strategic Investment Advisors / MI held 78,810 VB 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 78,810 shares
    Change vs previous 13F +3,289 shares

    1.45% of the 13F portfolio, value $23,888,940.

    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 75,521 shares
    Change vs previous 13F +3,663 shares

    1.37% of the 13F portfolio, value $19,784,661.

    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 71,858 shares
    Change vs previous 13F +71,808 shares

    1.6% of the 13F portfolio, value $18,539,468.

    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 50 shares
    Change vs previous 13F -72,414 shares

    13F-HR/A 0001760540-25-000005 filed by Strategic Investment Advisors / MI
    Filed (acceptance time not in the bulk data set), ingested

    Percent of portfolio not computed: a value is missing or excluded from ratios (H1, H10).

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 72,464 shares
    Change vs previous 13F +3,906 shares

    1.67% of the 13F portfolio, value $17,184,036.

    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 68,558 shares
    Change vs previous 13F +1,238 shares

    1.61% of the 13F portfolio, value $15,202,758.

    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 67,320 shares
    Change vs previous 13F +2,465 shares

    1.72% of the 13F portfolio, value $16,175,614.

    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 64,855 shares
    Change vs previous 13F not available

    1.69% of the 13F portfolio, value $15,384,246.

    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).