SFI Advisors, LLC: FDT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SFI Advisors, LLC on FDT, newest first. How the timeline and the estimate are built.
SFI Advisors, LLC held 11,997 FDT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 11,997 sharesChange vs previous 13F -56 shares
0.98% of the 13F portfolio, value $1,135,846.
13F-HR 0001172661-26-002831 filed by SFI Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 12,053 sharesChange vs previous 13F -3,552 shares
1.1% of the 13F portfolio, value $1,047,765.
13F-HR 0001172661-26-001600 filed by SFI Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 15,605 sharesChange vs previous 13F -205 shares
0.79% of the 13F portfolio, value $1,239,763.
13F-HR 0001172661-26-000605 filed by SFI Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 15,810 sharesChange vs previous 13F -750 shares
0.76% of the 13F portfolio, value $1,191,600.
13F-HR 0001172661-25-004481 filed by SFI Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 16,560 sharesChange vs previous 13F -76 shares
0.79% of the 13F portfolio, value $1,138,666.
13F-HR 0001172661-25-003026 filed by SFI Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 16,636 sharesChange vs previous 13F -317 shares
0.72% of the 13F portfolio, value $969,047.
13F-HR 0001172661-25-001778 filed by SFI Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 16,953 sharesChange vs previous 13F -796 shares
0.64% of the 13F portfolio, value $916,818.
13F-HR 0001172661-25-001066 filed by SFI Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 17,749 sharesChange vs previous 13F not available
0.73% of the 13F portfolio, value $1,023,585.
13F-HR 0001172661-24-004618 filed by SFI Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).