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Farther Finance Advisors, LLC: CSHI position timeline

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

Farther Finance Advisors, LLC held 72,307 CSHI 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 72,307 shares
    Change vs previous 13F +12,941 shares

    0.03% of the 13F portfolio, value $3,594,395.

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

  2. period ended2026-06-30
    13F 59,366 shares
    Change vs previous 13F +8,393 shares

    0.02% of the 13F portfolio, value $2,957,031.

    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 50,973 shares
    Change vs previous 13F +10,976 shares

    0.02% of the 13F portfolio, value $2,537,449.

    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 39,997 shares
    Change vs previous 13F +31,444 shares

    0.02% of the 13F portfolio, value $1,989,051.

    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 8,553 shares
    Change vs previous 13F +6,125 shares

    0.01% of the 13F portfolio, value $425,281.

    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 2,428 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $120,744.

    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).