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Disclosery

SFI Advisors, LLC: FDIS position timeline

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

SFI Advisors, LLC held 31,446 FDIS 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 31,446 shares
    Change vs previous 13F -634 shares

    2.79% of the 13F portfolio, value $3,233,907.

    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 32,080 shares
    Change vs previous 13F -15,867 shares

    3.14% of the 13F portfolio, value $2,991,781.

    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 47,947 shares
    Change vs previous 13F -1,206 shares

    3.14% of the 13F portfolio, value $4,898,266.

    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 49,153 shares
    Change vs previous 13F -876 shares

    3.22% of the 13F portfolio, value $5,056,369.

    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 50,029 shares
    Change vs previous 13F -2,567 shares

    3.26% of the 13F portfolio, value $4,706,228.

    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 52,596 shares
    Change vs previous 13F -966 shares

    3.29% of the 13F portfolio, value $4,444,888.

    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 53,562 shares
    Change vs previous 13F -359 shares

    3.66% of the 13F portfolio, value $5,220,153.

    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 53,921 shares
    Change vs previous 13F not available

    3.4% of the 13F portfolio, value $4,768,773.

    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).