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Strategic Investment Advisors / MI: VMBS position timeline

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

Strategic Investment Advisors / MI held 405,224 VMBS 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 405,224 shares
    Change vs previous 13F +3,972 shares

    1.15% of the 13F portfolio, value $18,968,550.

    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 401,252 shares
    Change vs previous 13F +168,269 shares

    1.3% of the 13F portfolio, value $18,829,964.

    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 232,983 shares
    Change vs previous 13F +12,307 shares

    0.95% of the 13F portfolio, value $10,977,663.

    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 220,676 shares
    Change vs previous 13F +13,811 shares

    1.2% of the 13F portfolio, value $10,416,592.

    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 206,865 shares
    Change vs previous 13F +15,414 shares

    0.93% of the 13F portfolio, value $9,579,924.

    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 191,451 shares
    Change vs previous 13F +13,904 shares

    0.94% of the 13F portfolio, value $8,866,092.

    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 177,547 shares
    Change vs previous 13F +12,854 shares

    0.86% of the 13F portfolio, value $8,049,976.

    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 164,693 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $7,775,150.

    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).