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SFI Advisors, LLC: IAI position timeline

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

SFI Advisors, LLC held 22,270 IAI 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 22,270 shares
    Change vs previous 13F -293 shares

    3.37% of the 13F portfolio, value $3,904,590.

    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 22,563 shares
    Change vs previous 13F -16,808 shares

    3.89% of the 13F portfolio, value $3,704,385.

    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 39,371 shares
    Change vs previous 13F -449 shares

    4.53% of the 13F portfolio, value $7,061,967.

    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 39,820 shares
    Change vs previous 13F -665 shares

    4.49% of the 13F portfolio, value $7,043,353.

    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 40,485 shares
    Change vs previous 13F -2,836 shares

    4.74% of the 13F portfolio, value $6,847,624.

    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 43,321 shares
    Change vs previous 13F -1,071 shares

    4.49% of the 13F portfolio, value $6,069,698.

    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 44,392 shares
    Change vs previous 13F -1,211 shares

    4.49% of the 13F portfolio, value $6,396,880.

    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 45,603 shares
    Change vs previous 13F not available

    4.18% of the 13F portfolio, value $5,862,715.

    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).