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Strategic Investment Advisors / MI: VBR position timeline

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

Strategic Investment Advisors / MI held 107,366 VBR 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 107,366 shares
    Change vs previous 13F +1,996 shares

    1.58% of the 13F portfolio, value $26,088,756.

    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 105,370 shares
    Change vs previous 13F +17,163 shares

    1.58% of the 13F portfolio, value $22,909,953.

    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 88,207 shares
    Change vs previous 13F +63,446 shares

    1.62% of the 13F portfolio, value $18,694,254.

    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 24,761 shares
    Change vs previous 13F -60,508 shares

    2.04% of the 13F portfolio, value $17,632,676.

    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 85,269 shares
    Change vs previous 13F +9,617 shares

    1.62% of the 13F portfolio, value $16,660,969.

    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 75,652 shares
    Change vs previous 13F +6,554 shares

    1.49% of the 13F portfolio, value $14,093,278.

    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 69,098 shares
    Change vs previous 13F +4,580 shares

    1.45% of the 13F portfolio, value $13,693,926.

    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 64,518 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $12,953,965.

    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).