Strategic Investment Advisors / MI: XLE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Strategic Investment Advisors / MI on XLE, newest first. How the timeline and the estimate are built.
Strategic Investment Advisors / MI held 6,443 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 6,443 sharesChange vs previous 13F +4,532 shares
0.02% of the 13F portfolio, value $342,176.
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 1,911 sharesChange vs previous 13F +1,911 shares
0.01% of the 13F portfolio, value $117,073.
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).
- period ended2025-06-3013F 0 sharesChange vs previous 13F -4,337 shares
13F-HR 0001760540-25-000001 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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-03-3113F 4,337 sharesChange vs previous 13F +4,337 shares
0.04% of the 13F portfolio, value $405,325.
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).
- period ended2024-09-3013F 0 sharesChange vs previous 13F not available
13F-HR 0001754960-24-000521 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.