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SFI Advisors, LLC: XSOE position timeline

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

SFI Advisors, LLC held 18,992 XSOE 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 18,992 shares
    Change vs previous 13F 0 shares

    0.81% of the 13F portfolio, value $934,027.

    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 18,992 shares
    Change vs previous 13F -4,399 shares

    0.8% of the 13F portfolio, value $761,579.

    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 23,391 shares
    Change vs previous 13F -746 shares

    0.59% of the 13F portfolio, value $912,717.

    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 24,137 shares
    Change vs previous 13F -1,046 shares

    0.58% of the 13F portfolio, value $915,758.

    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 25,183 shares
    Change vs previous 13F +184 shares

    0.6% of the 13F portfolio, value $868,310.

    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 24,999 shares
    Change vs previous 13F -582 shares

    0.57% of the 13F portfolio, value $771,719.

    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 25,581 shares
    Change vs previous 13F -1,100 shares

    0.55% of the 13F portfolio, value $779,709.

    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 26,681 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $881,273.

    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).