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SFI Advisors, LLC: FDN position timeline

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

SFI Advisors, LLC held 12,950 FDN 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 12,950 shares
    Change vs previous 13F -86 shares

    2.96% of the 13F portfolio, value $3,428,129.

    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 13,036 shares
    Change vs previous 13F -8,756 shares

    3.2% of the 13F portfolio, value $3,050,820.

    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 21,792 shares
    Change vs previous 13F -430 shares

    3.76% of the 13F portfolio, value $5,865,976.

    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 22,222 shares
    Change vs previous 13F -425 shares

    3.96% of the 13F portfolio, value $6,218,610.

    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 22,647 shares
    Change vs previous 13F -1,133 shares

    4.22% of the 13F portfolio, value $6,099,522.

    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 23,780 shares
    Change vs previous 13F -721 shares

    3.9% of the 13F portfolio, value $5,282,731.

    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 24,501 shares
    Change vs previous 13F -493 shares

    4.18% of the 13F portfolio, value $5,957,913.

    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 24,994 shares
    Change vs previous 13F not available

    3.78% of the 13F portfolio, value $5,294,483.

    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).