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Farther Finance Advisors, LLC: CBZ position timeline

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

Farther Finance Advisors, LLC held 913 CBZ 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 913 shares
    Change vs previous 13F -46 shares

    <0.01% of the 13F portfolio, value $49,932.

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

  2. period ended2026-06-30
    13F 959 shares
    Change vs previous 13F +59 shares

    <0.01% of the 13F portfolio, value $30,933.

    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 900 shares
    Change vs previous 13F +807 shares

    <0.01% of the 13F portfolio, value $23,796.

    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 93 shares
    Change vs previous 13F -8 shares

    <0.01% of the 13F portfolio, value $4,692.

    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 101 shares
    Change vs previous 13F +9 shares

    <0.01% of the 13F portfolio, value $5,349.

    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 92 shares
    Change vs previous 13F -14 shares

    <0.01% of the 13F portfolio, value $6,597.

    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 106 shares
    Change vs previous 13F -5 shares

    <0.01% of the 13F portfolio, value $8,160.

    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 111 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,083.

    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).