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Strategic Investment Advisors / MI: VWO position timeline

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

Strategic Investment Advisors / MI held 451,469 VWO 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 451,469 shares
    Change vs previous 13F -731 shares

    1.63% of the 13F portfolio, value $26,948,209.

    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 452,200 shares
    Change vs previous 13F +29,163 shares

    1.69% of the 13F portfolio, value $24,441,864.

    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 423,037 shares
    Change vs previous 13F +422,874 shares

    1.97% of the 13F portfolio, value $22,742,446.

    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 163 shares
    Change vs previous 13F -425,523 shares

    13F-HR/A 0001760540-25-000005 filed by Strategic Investment Advisors / MI
    Filed (acceptance time not in the bulk data set), ingested

    Percent of portfolio not computed: a value is missing or excluded from ratios (H1, H10).

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 425,686 shares
    Change vs previous 13F -3,325 shares

    2.05% of the 13F portfolio, value $21,053,863.

    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 429,011 shares
    Change vs previous 13F +44,586 shares

    2.06% of the 13F portfolio, value $19,417,043.

    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 384,425 shares
    Change vs previous 13F +20,805 shares

    1.8% of the 13F portfolio, value $16,930,070.

    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 363,620 shares
    Change vs previous 13F not available

    1.91% of the 13F portfolio, value $17,399,214.

    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).