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Farther Finance Advisors, LLC: DFLV position timeline

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

Farther Finance Advisors, LLC held 229,719 DFLV 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 229,719 shares
    Change vs previous 13F +21,397 shares

    0.07% of the 13F portfolio, value $9,227,816.

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

  2. period ended2026-06-30
    13F 208,322 shares
    Change vs previous 13F +44,930 shares

    0.06% of the 13F portfolio, value $8,237,068.

    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 163,392 shares
    Change vs previous 13F +3,761 shares

    0.06% of the 13F portfolio, value $5,847,809.

    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 159,631 shares
    Change vs previous 13F +36,529 shares

    0.06% of the 13F portfolio, value $5,460,993.

    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 123,102 shares
    Change vs previous 13F +55,610 shares

    0.06% of the 13F portfolio, value $4,050,070.

    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 67,492 shares
    Change vs previous 13F +902 shares

    0.04% of the 13F portfolio, value $2,093,607.

    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 66,590 shares
    Change vs previous 13F -852 shares

    0.05% of the 13F portfolio, value $2,031,003.

    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 67,442 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,025,290.

    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).