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Farther Finance Advisors, LLC: CEFS position timeline

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

Farther Finance Advisors, LLC held 159,461 CEFS 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 159,461 shares
    Change vs previous 13F +14,646 shares

    0.03% of the 13F portfolio, value $3,909,506.

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

  2. period ended2026-06-30
    13F 144,815 shares
    Change vs previous 13F -36,976 shares

    0.03% of the 13F portfolio, value $3,713,056.

    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 181,791 shares
    Change vs previous 13F -134,371 shares

    0.04% of the 13F portfolio, value $4,159,670.

    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 316,162 shares
    Change vs previous 13F +312,988 shares

    0.08% of the 13F portfolio, value $7,284,367.

    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 3,174 shares
    Change vs previous 13F +382 shares

    <0.01% of the 13F portfolio, value $72,271.

    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 2,792 shares
    Change vs previous 13F +471 shares

    <0.01% of the 13F portfolio, value $62,102.

    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 2,321 shares
    Change vs previous 13F +101 shares

    <0.01% of the 13F portfolio, value $49,708.

    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 2,220 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $47,552.

    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).