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SFI Advisors, LLC: IYK position timeline

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

SFI Advisors, LLC held 23,834 IYK 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 23,834 shares
    Change vs previous 13F -562 shares

    1.49% of the 13F portfolio, value $1,731,778.

    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 24,396 shares
    Change vs previous 13F -21,336 shares

    1.79% of the 13F portfolio, value $1,708,452.

    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 45,732 shares
    Change vs previous 13F -15,936 shares

    1.96% of the 13F portfolio, value $3,060,385.

    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 61,668 shares
    Change vs previous 13F -1,040 shares

    2.69% of the 13F portfolio, value $4,217,475.

    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 62,708 shares
    Change vs previous 13F -4,707 shares

    3.06% of the 13F portfolio, value $4,419,660.

    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 67,415 shares
    Change vs previous 13F +13,929 shares

    3.57% of the 13F portfolio, value $4,824,892.

    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 53,486 shares
    Change vs previous 13F -14,158 shares

    2.46% of the 13F portfolio, value $3,508,147.

    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 67,644 shares
    Change vs previous 13F not available

    3.41% of the 13F portfolio, value $4,773,637.

    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).