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Strategic Investment Solutions, Inc. /IL: VUG position timeline

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

Strategic Investment Solutions, Inc. /IL held 708,044 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 708,044 shares
    Change vs previous 13F +567,498 shares

    13.95% of the 13F portfolio, value $60,979,972.

    13F-HR 0001062993-26-003560 filed by Strategic Investment Solutions, Inc. /IL
    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 140,546 shares
    Change vs previous 13F -232 shares

    14.86% of the 13F portfolio, value $61,525,068.

    13F-HR 0001062993-26-002253 filed by Strategic Investment Solutions, Inc. /IL
    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 140,778 shares
    Change vs previous 13F +3,312 shares

    16.54% of the 13F portfolio, value $68,776,313.

    13F-HR 0001062993-26-001194 filed by Strategic Investment Solutions, Inc. /IL
    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 137,466 shares
    Change vs previous 13F +15,971 shares

    17.44% of the 13F portfolio, value $65,959,224.

    13F-HR 0001062993-25-017159 filed by Strategic Investment Solutions, Inc. /IL
    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 121,495 shares
    Change vs previous 13F -6,029 shares

    16.12% of the 13F portfolio, value $53,288,376.

    13F-HR 0001062993-25-012891 filed by Strategic Investment Solutions, Inc. /IL
    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 127,524 shares
    Change vs previous 13F +47,504 shares

    13.74% of the 13F portfolio, value $47,342,125.

    13F-HR 0001062993-25-008965 filed by Strategic Investment Solutions, Inc. /IL
    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 80,020 shares
    Change vs previous 13F -33,204 shares

    9.17% of the 13F portfolio, value $27,399,527.

    13F-HR 0001062993-25-002339 filed by Strategic Investment Solutions, Inc. /IL
    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 113,224 shares
    Change vs previous 13F not available

    13.03% of the 13F portfolio, value $43,497,306.

    13F-HR 0001062993-24-017896 filed by Strategic Investment Solutions, Inc. /IL
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).