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Strategic Investment Advisors / MI: VTV position timeline

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

Strategic Investment Advisors / MI held 258,148 VTV 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 258,148 shares
    Change vs previous 13F +986 shares

    3.4% of the 13F portfolio, value $56,258,248.

    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 257,162 shares
    Change vs previous 13F +22,029 shares

    3.49% of the 13F portfolio, value $50,456,738.

    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 235,133 shares
    Change vs previous 13F -428 shares

    3.88% of the 13F portfolio, value $44,908,097.

    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 235,561 shares
    Change vs previous 13F -1,582 shares

    5.08% of the 13F portfolio, value $43,929,808.

    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 237,143 shares
    Change vs previous 13F +869 shares

    4.07% of the 13F portfolio, value $41,912,934.

    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 236,274 shares
    Change vs previous 13F -8,054 shares

    4.32% of the 13F portfolio, value $40,814,024.

    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 244,328 shares
    Change vs previous 13F +8,102 shares

    4.39% of the 13F portfolio, value $41,364,782.

    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 236,226 shares
    Change vs previous 13F not available

    4.52% of the 13F portfolio, value $41,237,962.

    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).