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Farther Finance Advisors, LLC: EXC position timeline

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

Farther Finance Advisors, LLC held 29,231 EXC 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 29,231 shares
    Change vs previous 13F +1,597 shares

    0.01% of the 13F portfolio, value $1,180,942.

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

  2. period ended2026-06-30
    13F 27,634 shares
    Change vs previous 13F +2,433 shares

    0.01% of the 13F portfolio, value $1,288,978.

    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 25,201 shares
    Change vs previous 13F +1,729 shares

    0.01% of the 13F portfolio, value $1,231,814.

    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 23,472 shares
    Change vs previous 13F +8,580 shares

    0.01% of the 13F portfolio, value $1,023,142.

    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 14,892 shares
    Change vs previous 13F +1,893 shares

    0.01% of the 13F portfolio, value $670,271.

    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 12,999 shares
    Change vs previous 13F -973 shares

    0.01% of the 13F portfolio, value $564,387.

    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 13,972 shares
    Change vs previous 13F +7,789 shares

    0.02% of the 13F portfolio, value $641,579.

    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 6,183 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $232,719.

    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).