Strategic Investment Advisors / MI quarter change: Foreign Stocks, Sold out
In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Strategic Investment Advisors / MI opened 2 positions, added to 8, reduced 12, sold out of 2 and left 0 unchanged. The largest increase in value was TSM (+$816,847); the largest decrease was SNY (-$294,120).
- CIB: Country of operation —; Class SPON ADS; Shares 2026-03-31 1,837; Shares 2026-06-30 0.
- GFI: Country of operation —; Class SPONSORED ADR; Shares 2026-03-31 2,606; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1760540): 2026-03-31 (filed 2026-05-18) and 2026-06-30 (filed 2026-08-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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