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Farther Finance Advisors, LLC: CLIP position timeline

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

Farther Finance Advisors, LLC held 143,165 CLIP 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 143,165 shares
    Change vs previous 13F +11,569 shares

    0.1% of the 13F portfolio, value $14,365,217.

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

  2. period ended2026-06-30
    13F 131,596 shares
    Change vs previous 13F +16,665 shares

    0.1% of the 13F portfolio, value $13,204,315.

    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 114,931 shares
    Change vs previous 13F +17,034 shares

    0.11% of the 13F portfolio, value $11,501,162.

    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 97,897 shares
    Change vs previous 13F +9,751 shares

    0.11% of the 13F portfolio, value $9,800,429.

    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 88,146 shares
    Change vs previous 13F +28,566 shares

    0.13% of the 13F portfolio, value $8,851,650.

    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 59,580 shares
    Change vs previous 13F +6,505 shares

    0.12% of the 13F portfolio, value $5,983,024.

    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 53,075 shares
    Change vs previous 13F +28,575 shares

    0.14% of the 13F portfolio, value $5,312,011.

    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 24,500 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,452,450.

    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).