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Strategic Investment Advisors / MI: VOT position timeline

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

Strategic Investment Advisors / MI held 60,758 VOT 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 60,758 shares
    Change vs previous 13F +1,141 shares

    1.13% of the 13F portfolio, value $18,610,133.

    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 59,617 shares
    Change vs previous 13F +12,069 shares

    1.06% of the 13F portfolio, value $15,354,798.

    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 47,548 shares
    Change vs previous 13F +2,278 shares

    1.15% of the 13F portfolio, value $13,282,074.

    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 45,270 shares
    Change vs previous 13F -6,021 shares

    1.54% of the 13F portfolio, value $13,354,517.

    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 51,291 shares
    Change vs previous 13F +4,353 shares

    1.42% of the 13F portfolio, value $14,611,012.

    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 46,938 shares
    Change vs previous 13F +4,320 shares

    1.22% of the 13F portfolio, value $11,482,834.

    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 42,618 shares
    Change vs previous 13F +2,937 shares

    1.15% of the 13F portfolio, value $10,814,196.

    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 39,681 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $9,661,154.

    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).