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Farther Finance Advisors, LLC: DSEP position timeline

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

Farther Finance Advisors, LLC held 5,350 DSEP 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 5,350 shares
    Change vs previous 13F -884 shares

    <0.01% of the 13F portfolio, value $261,436.

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

  2. period ended2026-06-30
    13F 6,234 shares
    Change vs previous 13F +2,551 shares

    <0.01% of the 13F portfolio, value $295,723.

    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 3,683 shares
    Change vs previous 13F -506 shares

    <0.01% of the 13F portfolio, value $162,760.

    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 4,189 shares
    Change vs previous 13F -1,716 shares

    <0.01% of the 13F portfolio, value $188,095.

    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 5,905 shares
    Change vs previous 13F -4,123 shares

    <0.01% of the 13F portfolio, value $261,008.

    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 10,028 shares
    Change vs previous 13F -132 shares

    0.01% of the 13F portfolio, value $425,170.

    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 10,160 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $404,084.

    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).