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Farther Finance Advisors, LLC: FDIS position timeline

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

Farther Finance Advisors, LLC held 5,755 FDIS 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 5,755 shares
    Change vs previous 13F -413 shares

    <0.01% of the 13F portfolio, value $545,093.

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

  2. period ended2026-06-30
    13F 6,168 shares
    Change vs previous 13F -139 shares

    <0.01% of the 13F portfolio, value $634,313.

    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 6,307 shares
    Change vs previous 13F -327 shares

    0.01% of the 13F portfolio, value $593,130.

    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 6,634 shares
    Change vs previous 13F -1,216 shares

    0.01% of the 13F portfolio, value $677,742.

    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 7,850 shares
    Change vs previous 13F -499 shares

    0.01% of the 13F portfolio, value $807,500.

    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 8,349 shares
    Change vs previous 13F -2,903 shares

    0.02% of the 13F portfolio, value $785,356.

    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 11,252 shares
    Change vs previous 13F +81 shares

    0.02% of the 13F portfolio, value $961,284.

    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 11,171 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,088,699.

    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).