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Farther Finance Advisors, LLC: CAIE position timeline

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

Farther Finance Advisors, LLC held 438,828 CAIE 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 438,828 shares
    Change vs previous 13F +57,895 shares

    0.08% of the 13F portfolio, value $11,681,612.

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

  2. period ended2026-06-30
    13F 380,933 shares
    Change vs previous 13F +63,226 shares

    0.08% of the 13F portfolio, value $10,365,200.

    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 317,707 shares
    Change vs previous 13F +76,504 shares

    0.07% of the 13F portfolio, value $7,920,446.

    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 241,203 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $6,449,766.

    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).