SFI Advisors, LLC: XSD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SFI Advisors, LLC on XSD, newest first. How the timeline and the estimate are built.
SFI Advisors, LLC held 1,734 XSD shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 1,734 sharesChange vs previous 13F -122 shares
0.93% of the 13F portfolio, value $1,081,496.
13F-HR 0001172661-26-002831 filed by SFI Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,856 sharesChange vs previous 13F -1,456 shares
0.64% of the 13F portfolio, value $605,279.
13F-HR 0001172661-26-001600 filed by SFI Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,312 sharesChange vs previous 13F -294 shares
0.68% of the 13F portfolio, value $1,065,139.
13F-HR 0001172661-26-000605 filed by SFI Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,606 sharesChange vs previous 13F -39 shares
0.73% of the 13F portfolio, value $1,150,747.
13F-HR 0001172661-25-004481 filed by SFI Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,645 sharesChange vs previous 13F -13,331 shares
0.65% of the 13F portfolio, value $934,979.
13F-HR 0001172661-25-003026 filed by SFI Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 16,976 sharesChange vs previous 13F -3,390 shares
2.52% of the 13F portfolio, value $3,408,272.
13F-HR 0001172661-25-001778 filed by SFI Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 20,366 sharesChange vs previous 13F +180 shares
3.55% of the 13F portfolio, value $5,059,933.
13F-HR 0001172661-25-001066 filed by SFI Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 20,186 sharesChange vs previous 13F not available
3.46% of the 13F portfolio, value $4,849,687.
13F-HR 0001172661-24-004618 filed by SFI Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).