Current Market Value 1,028,634,294
Current Holdings 238
Most Recent File Date 2025-08-15
Total Filings on Record 27
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Strategic Investment Advisors / MI . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-15 2025-06-30 13F-HR 238 1,028,634
2025-04-23 2025-03-31 13F-HR 236 943,708
2025-01-22 2024-12-31 13F-HR 237 941,471
2024-10-21 2024-09-30 13F-HR 239 912,843
2024-07-23 2024-06-30 13F-HR 234 820,334
2024-04-23 2024-03-31 13F-HR 241 779,301
2024-01-10 2023-12-31 13F-HR 233 692,817
2023-10-25 2023-09-30 13F-HR 231 607,172
2023-08-14 2023-06-30 13F-HR 186 720,896
2023-04-27 2023-03-31 13F-HR 235 552,838
2023-01-20 2022-12-31 13F-HR 227 482,318
2022-10-27 2022-09-30 13F-HR 172 443,844
2022-08-15 2022-06-30 13F-HR 203 500,483
2022-04-28 2022-03-31 13F-HR 188 529,391
2022-01-26 2021-12-31 13F-HR 187 517,384
2021-10-19 2021-09-30 13F-HR 179 456,186
2021-07-22 2021-06-30 13F-HR 184 436,688
2021-04-14 2021-03-31 13F-HR 192 385,295
2021-01-13 2020-12-31 13F-HR 187 346,952
2020-10-14 2020-09-30 13F-HR 177 296,081
2020-08-04 2020-06-30 13F-HR 168 264,979
2020-04-13 2020-03-31 13F-HR 149 217,903
2020-01-23 2019-12-31 13F-HR 161 241,946
2019-10-25 2019-09-30 13F-HR 157 208,561
2019-07-23 2019-06-30 13F-HR 150 183,092
2019-04-30 2019-03-31 13F-HR 133 145,834
2019-02-08 2018-12-31 13F-HR 111 111,257