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Strategic Investment Advisors / MI: VXF position timeline

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

Strategic Investment Advisors / MI held 117,968 VXF 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 117,968 shares
    Change vs previous 13F +16,264 shares

    1.76% of the 13F portfolio, value $29,044,939.

    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 101,704 shares
    Change vs previous 13F +11,692 shares

    1.45% of the 13F portfolio, value $20,945,205.

    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 90,012 shares
    Change vs previous 13F +7,575 shares

    1.63% of the 13F portfolio, value $18,835,055.

    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 82,437 shares
    Change vs previous 13F +106 shares

    2% of the 13F portfolio, value $17,317,647.

    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 82,331 shares
    Change vs previous 13F +12,299 shares

    1.55% of the 13F portfolio, value $15,898,271.

    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 70,032 shares
    Change vs previous 13F +5,902 shares

    1.28% of the 13F portfolio, value $12,063,648.

    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 64,130 shares
    Change vs previous 13F +3,479 shares

    1.29% of the 13F portfolio, value $12,183,409.

    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 60,651 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $11,037,846.

    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).