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Disclosery

SFI Advisors, LLC: FIW position timeline

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

SFI Advisors, LLC held 3,682 FIW 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 3,682 shares
    Change vs previous 13F -343 shares

    0.35% of the 13F portfolio, value $403,253.

    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 4,025 shares
    Change vs previous 13F -6,842 shares

    0.44% of the 13F portfolio, value $415,098.

    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 10,867 shares
    Change vs previous 13F -768 shares

    0.76% of the 13F portfolio, value $1,180,591.

    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 11,635 shares
    Change vs previous 13F -980 shares

    0.83% of the 13F portfolio, value $1,307,192.

    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 12,615 shares
    Change vs previous 13F -1,293 shares

    0.94% of the 13F portfolio, value $1,362,168.

    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 13,908 shares
    Change vs previous 13F +3,844 shares

    1.04% of the 13F portfolio, value $1,400,675.

    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 10,064 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $1,027,031.

    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).