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Strategic Investment Advisors / MI: VZ position timeline

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

Strategic Investment Advisors / MI held 97,289 VZ 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 97,289 shares
    Change vs previous 13F -1,024 shares

    0.25% of the 13F portfolio, value $4,119,228.

    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 98,313 shares
    Change vs previous 13F +28,628 shares

    0.34% of the 13F portfolio, value $4,935,334.

    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 69,685 shares
    Change vs previous 13F +859 shares

    0.25% of the 13F portfolio, value $2,838,279.

    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 68,826 shares
    Change vs previous 13F -1,723 shares

    0.35% of the 13F portfolio, value $3,024,549.

    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 70,549 shares
    Change vs previous 13F -1,710 shares

    0.3% of the 13F portfolio, value $3,043,395.

    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 72,259 shares
    Change vs previous 13F -1,771 shares

    0.35% of the 13F portfolio, value $3,277,649.

    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 74,030 shares
    Change vs previous 13F -241 shares

    0.31% of the 13F portfolio, value $2,960,467.

    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 74,271 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $3,335,499.

    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).