Strategic Investment Advisors / MI: VYM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Strategic Investment Advisors / MI on VYM, newest first. How the timeline and the estimate are built.
Strategic Investment Advisors / MI held 3,111 VYM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 3,111 sharesChange vs previous 13F +3,111 shares
0.03% of the 13F portfolio, value $491,630.
13F-HR 0001760540-26-000003 filed by Strategic Investment Advisors / MI
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 0 sharesChange vs previous 13F -6,194 shares
13F-HR 0001760540-26-000002 filed by Strategic Investment Advisors / MI
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 6,194 sharesChange vs previous 13F +6,194 shares
0.08% of the 13F portfolio, value $888,963.
13F-HR 0001760540-26-000001 filed by Strategic Investment Advisors / MI
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 0 sharesChange vs previous 13F -3,980 shares
13F-HR 0001754960-25-000242 filed by Strategic Investment Advisors / MI
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 3,980 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $507,808.
13F-HR 0001754960-25-000056 filed by Strategic Investment Advisors / MI
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).