Strategic Investment Advisors / MI: XLV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Strategic Investment Advisors / MI on XLV, newest first. How the timeline and the estimate are built.
Strategic Investment Advisors / MI held 762 XLV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 762 sharesChange vs previous 13F -2,325 shares
0.01% of the 13F portfolio, value $120,843.
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 3,087 sharesChange vs previous 13F +3,087 shares
0.03% of the 13F portfolio, value $452,572.
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 ended2025-12-3113F 0 sharesChange vs previous 13F -1,922 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F/A 1,922 sharesChange vs previous 13F -100 shares
0.03% of the 13F portfolio, value $267,485.
13F-HR/A 0001760540-25-000005 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 2,022 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $272,545.
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).