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Disclosery

SFI Advisors, LLC: MTBA position timeline

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

SFI Advisors, LLC held 0 MTBA shares at 2026-03-31 per its 13F-HR filed 2026-05-05.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -5,754 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 5,754 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $290,059.

    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).

  3. period ended2025-09-30
    13F 5,754 shares
    Change vs previous 13F +1,714 shares

    0.18% of the 13F portfolio, value $289,714.

    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).

  4. period ended2025-06-30
    13F 4,040 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $202,364.

    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).