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SFI Advisors, LLC: IPO position timeline

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

SFI Advisors, LLC held 20,468 IPO 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 20,468 shares
    Change vs previous 13F -1,147 shares

    1.05% of the 13F portfolio, value $1,216,209.

    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 21,615 shares
    Change vs previous 13F -32,483 shares

    0.95% of the 13F portfolio, value $905,236.

    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 54,098 shares
    Change vs previous 13F -6,718 shares

    1.58% of the 13F portfolio, value $2,469,588.

    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 60,816 shares
    Change vs previous 13F -2,505 shares

    1.92% of the 13F portfolio, value $3,014,056.

    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 63,321 shares
    Change vs previous 13F -6,622 shares

    1.97% of the 13F portfolio, value $2,845,646.

    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 69,943 shares
    Change vs previous 13F +1,439 shares

    1.94% of the 13F portfolio, value $2,626,360.

    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 68,504 shares
    Change vs previous 13F -314 shares

    2.1% of the 13F portfolio, value $2,984,829.

    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 68,818 shares
    Change vs previous 13F not available

    2.11% of the 13F portfolio, value $2,950,916.

    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).