Skip to content
Disclosery

Farther Finance Advisors, LLC: DFIV position timeline

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

Farther Finance Advisors, LLC held 4,992,574 DFIV 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 4,992,574 shares
    Change vs previous 13F +279,458 shares

    1.97% of the 13F portfolio, value $278,885,220.

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

  2. period ended2026-06-30
    13F 4,713,116 shares
    Change vs previous 13F +692,852 shares

    1.99% of the 13F portfolio, value $254,599,184.

    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 4,020,264 shares
    Change vs previous 13F +783,668 shares

    2.03% of the 13F portfolio, value $214,400,016.

    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 3,236,596 shares
    Change vs previous 13F +1,016,161 shares

    1.73% of the 13F portfolio, value $161,506,116.

    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 2,220,435 shares
    Change vs previous 13F +1,904,648 shares

    1.55% of the 13F portfolio, value $102,406,416.

    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 315,787 shares
    Change vs previous 13F -271 shares

    0.27% of the 13F portfolio, value $13,525,146.

    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 316,058 shares
    Change vs previous 13F -13,005 shares

    0.32% of the 13F portfolio, value $12,449,541.

    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 329,063 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $11,675,158.

    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).