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Farther Finance Advisors, LLC: BMO position timeline

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

Farther Finance Advisors, LLC held 6,012 BMO shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,012 shares
    Change vs previous 13F +300 shares

    0.01% of the 13F portfolio, value $1,005,543.

    13F-HR 0001992825-26-000006 filed by Farther Finance Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,712 shares
    Change vs previous 13F +701 shares

    0.01% of the 13F portfolio, value $1,009,323.

    13F-HR 0001992825-26-000004 filed by Farther Finance 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 ended2026-03-31
    13F 5,011 shares
    Change vs previous 13F +1,296 shares

    0.01% of the 13F portfolio, value $686,722.

    13F-HR 0001992825-26-000003 filed by Farther Finance 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 ended2025-12-31
    13F 3,715 shares
    Change vs previous 13F +1,088 shares

    0.01% of the 13F portfolio, value $482,180.

    13F-HR 0001992825-26-000001 filed by Farther Finance 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 ended2025-09-30
    13F 2,627 shares
    Change vs previous 13F -38 shares

    0.01% of the 13F portfolio, value $342,173.

    13F-HR 0001992825-25-000010 filed by Farther Finance 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 ended2025-06-30
    13F 2,665 shares
    Change vs previous 13F -179 shares

    0.01% of the 13F portfolio, value $294,831.

    13F-HR 0001992825-25-000006 filed by Farther Finance 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 ended2025-03-31
    13F 2,844 shares
    Change vs previous 13F +1,667 shares

    0.01% of the 13F portfolio, value $274,247.

    13F-HR 0001992825-25-000004 filed by Farther Finance 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 ended2024-12-31
    13F 1,177 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $114,228.

    13F-HR 0001992825-25-000001 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).