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SFI Advisors, LLC: AIS position timeline

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

SFI Advisors, LLC held 79,632 AIS 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 79,632 shares
    Change vs previous 13F -2,340 shares

    5.86% of the 13F portfolio, value $6,793,406.

    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 81,972 shares
    Change vs previous 13F -72,370 shares

    3.61% of the 13F portfolio, value $3,435,447.

    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 154,342 shares
    Change vs previous 13F -5,065 shares

    3.74% of the 13F portfolio, value $5,829,497.

    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 159,407 shares
    Change vs previous 13F -2,811 shares

    3.57% of the 13F portfolio, value $5,599,474.

    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 162,218 shares
    Change vs previous 13F -8,230 shares

    3.16% of the 13F portfolio, value $4,562,382.

    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 170,448 shares
    Change vs previous 13F not available

    2.71% of the 13F portfolio, value $3,670,990.

    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).