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Farther Finance Advisors, LLC: FDVV position timeline

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

Farther Finance Advisors, LLC held 6,639 FDVV 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 6,639 shares
    Change vs previous 13F -67,771 shares

    <0.01% of the 13F portfolio, value $403,207.

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

  2. period ended2026-06-30
    13F 74,410 shares
    Change vs previous 13F +1,008 shares

    0.04% of the 13F portfolio, value $4,486,198.

    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 73,402 shares
    Change vs previous 13F +2,738 shares

    0.04% of the 13F portfolio, value $4,066,467.

    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 70,664 shares
    Change vs previous 13F +62,147 shares

    0.04% of the 13F portfolio, value $4,005,916.

    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 8,517 shares
    Change vs previous 13F +8,305 shares

    0.01% of the 13F portfolio, value $474,478.

    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 212 shares
    Change vs previous 13F +2 shares

    <0.01% of the 13F portfolio, value $11,008.

    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 210 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $10,402.

    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).