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Strategic Investment Advisors / MI: VRT position timeline

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

Strategic Investment Advisors / MI held 4,245 VRT 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 4,245 shares
    Change vs previous 13F -511 shares

    0.09% of the 13F portfolio, value $1,421,414.

    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 4,756 shares
    Change vs previous 13F +1,906 shares

    0.08% of the 13F portfolio, value $1,195,593.

    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 2,850 shares
    Change vs previous 13F -1,650 shares

    0.04% of the 13F portfolio, value $461,695.

    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 4,500 shares
    Change vs previous 13F -1,305 shares

    0.08% of the 13F portfolio, value $678,833.

    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 5,805 shares
    Change vs previous 13F -1,028 shares

    0.07% of the 13F portfolio, value $736,657.

    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 6,833 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $493,325.

    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).