LVW Advisors
SIBN icon

LVW Advisors’s SI-BONE Inc SIBN Stock Holding History

LVW Advisors’s Portfolio SIBN Stock Details SIBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$721K Buy
38,359
+20,057
+110% +$367K 0.06% 199
2026
Q2 		$299K Buy
18,302
+3,287
+22% +$47K 0.03% 351
2026
Q1 		$190K Buy
+15,015
New +$235K 0.02% 423
2021
Q3 		– Sell
-8,544
Closed -$269K – 248
2021
Q2 		$269K Buy
8,544
+77
+0.9% +$2.49K 0.05% 195
2021
Q1 		$269K Buy
+8,467
New +$260K 0.05% 187

Other funds holding SIBN

Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Hilton Head Capital Partners
Hilton Head Capital Partners Hilton Head Island, South Carolina $185M AUM 26.97% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Arizona State Retirement System
Arizona State Retirement System Phoenix, Arizona $20.3B AUM 36.55% 1-Year Est. Return

LVW Advisors's SIBN Position: Q3 2026 in Review

LVW Advisors increased its SI-BONE Inc (SIBN) stake by 110% in Q3 2026, buying an estimated $367K and bringing the position to 38,359 shares worth $721K. The position accounts for 0.06% of the portfolio, ranked #199.

LVW Advisors first reported a position in SIBN in Q1 2021 and has held it in 5 quarters since. 37 funds tracked by Wall St. Rank hold SIBN as of Q3 2026.

  • LVW Advisors held 38,359 shares of SI-BONE Inc worth $721K as of Q3 2026.
  • LVW Advisors bought 20,057 SI-BONE Inc shares in Q3 2026, an estimated $367K.
  • SI-BONE Inc made up 0.06% of LVW Advisors's portfolio in Q3 2026, its #199 holding.
  • LVW Advisors first reported a position in SI-BONE Inc in Q1 2021 and has held it in 5 quarters since.
  • 37 funds tracked by Wall St. Rank held SI-BONE Inc as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.