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Farther Finance Advisors, LLC: DFSE position timeline

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

Farther Finance Advisors, LLC held 69,160 DFSE 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 69,160 shares
    Change vs previous 13F +55,462 shares

    0.02% of the 13F portfolio, value $3,343,899.

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

  2. period ended2026-06-30
    13F 13,698 shares
    Change vs previous 13F -590 shares

    0.01% of the 13F portfolio, value $669,571.

    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 14,288 shares
    Change vs previous 13F +1,285 shares

    0.01% of the 13F portfolio, value $610,468.

    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 13,003 shares
    Change vs previous 13F -3,219 shares

    0.01% of the 13F portfolio, value $539,350.

    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 16,222 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $666,564.

    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 16,222 shares
    Change vs previous 13F +265 shares

    0.01% of the 13F portfolio, value $617,411.

    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 15,957 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $540,403.

    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 15,957 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $528,677.

    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).