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Strategic Investment Advisors / MI: VOO position timeline

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

Strategic Investment Advisors / MI held 313,430 VOO 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 313,430 shares
    Change vs previous 13F +45,854 shares

    13.02% of the 13F portfolio, value $215,266,908.

    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 267,576 shares
    Change vs previous 13F +39,611 shares

    11.05% of the 13F portfolio, value $160,000,156.

    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 227,965 shares
    Change vs previous 13F +158,296 shares

    12.37% of the 13F portfolio, value $143,048,835.

    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 69,669 shares
    Change vs previous 13F -116,189 shares

    14.82% of the 13F portfolio, value $128,207,246.

    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 185,858 shares
    Change vs previous 13F +25,157 shares

    10.28% of the 13F portfolio, value $105,767,776.

    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 160,701 shares
    Change vs previous 13F +11,694 shares

    8.75% of the 13F portfolio, value $82,585,739.

    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 149,007 shares
    Change vs previous 13F +9,463 shares

    8.53% of the 13F portfolio, value $80,286,520.

    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 139,544 shares
    Change vs previous 13F not available

    8.07% of the 13F portfolio, value $73,633,354.

    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).