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SFI Advisors, LLC: AIQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SFI Advisors, LLC on AIQ, newest first. How the timeline and the estimate are built.

SFI Advisors, LLC held 16,899 AIQ shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,899 shares
    Change vs previous 13F -250 shares

    0.96% of the 13F portfolio, value $1,108,743.

    13F-HR 0001172661-26-002831 filed by SFI Advisors, LLC
    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 17,149 shares
    Change vs previous 13F -5,192 shares

    0.84% of the 13F portfolio, value $800,344.

    13F-HR 0001172661-26-001600 filed by SFI Advisors, LLC
    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 22,341 shares
    Change vs previous 13F -2,178 shares

    0.73% of the 13F portfolio, value $1,136,263.

    13F-HR 0001172661-26-000605 filed by SFI Advisors, LLC
    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 24,519 shares
    Change vs previous 13F -143 shares

    0.77% of the 13F portfolio, value $1,210,993.

    13F-HR 0001172661-25-004481 filed by SFI Advisors, LLC
    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 24,662 shares
    Change vs previous 13F -590 shares

    0.75% of the 13F portfolio, value $1,077,483.

    13F-HR 0001172661-25-003026 filed by SFI Advisors, LLC
    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 25,252 shares
    Change vs previous 13F -98,555 shares

    0.68% of the 13F portfolio, value $918,668.

    13F-HR 0001172661-25-001778 filed by SFI Advisors, LLC
    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 123,807 shares
    Change vs previous 13F +39,360 shares

    3.36% of the 13F portfolio, value $4,783,902.

    13F-HR 0001172661-25-001066 filed by SFI Advisors, LLC
    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 84,447 shares
    Change vs previous 13F not available

    2.24% of the 13F portfolio, value $3,138,895.

    13F-HR 0001172661-24-004618 filed by SFI Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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