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Farther Finance Advisors, LLC: CMS position timeline

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

Farther Finance Advisors, LLC held 6,003 CMS 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 6,003 shares
    Change vs previous 13F +931 shares

    <0.01% of the 13F portfolio, value $378,668.

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

  2. period ended2026-06-30
    13F 5,072 shares
    Change vs previous 13F -303 shares

    <0.01% of the 13F portfolio, value $388,562.

    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 5,375 shares
    Change vs previous 13F +1,097 shares

    <0.01% of the 13F portfolio, value $418,818.

    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 4,278 shares
    Change vs previous 13F +1,050 shares

    <0.01% of the 13F portfolio, value $299,175.

    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 3,228 shares
    Change vs previous 13F +726 shares

    <0.01% of the 13F portfolio, value $236,496.

    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 2,502 shares
    Change vs previous 13F -795 shares

    <0.01% of the 13F portfolio, value $173,305.

    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 3,297 shares
    Change vs previous 13F +2,180 shares

    0.01% of the 13F portfolio, value $247,756.

    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 1,117 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $74,472.

    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).