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Farther Finance Advisors, LLC: CGSM position timeline

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

Farther Finance Advisors, LLC held 3,743 CGSM 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 3,743 shares
    Change vs previous 13F -456 shares

    <0.01% of the 13F portfolio, value $96,233.

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

  2. period ended2026-06-30
    13F 4,199 shares
    Change vs previous 13F +3,233 shares

    <0.01% of the 13F portfolio, value $110,791.

    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 966 shares
    Change vs previous 13F +157 shares

    <0.01% of the 13F portfolio, value $25,406.

    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 809 shares
    Change vs previous 13F +703 shares

    <0.01% of the 13F portfolio, value $21,309.

    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 106 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,794.

    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).