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Farther Finance Advisors, LLC: FEZ position timeline

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

Farther Finance Advisors, LLC held 860 FEZ 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 860 shares
    Change vs previous 13F -301 shares

    <0.01% of the 13F portfolio, value $57,866.

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

  2. period ended2026-06-30
    13F 1,161 shares
    Change vs previous 13F -81 shares

    <0.01% of the 13F portfolio, value $79,721.

    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 1,242 shares
    Change vs previous 13F -35,312 shares

    <0.01% of the 13F portfolio, value $78,319.

    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 36,554 shares
    Change vs previous 13F -1,923 shares

    0.03% of the 13F portfolio, value $2,353,713.

    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 38,477 shares
    Change vs previous 13F +34,407 shares

    0.04% of the 13F portfolio, value $2,390,162.

    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 4,070 shares
    Change vs previous 13F -548 shares

    <0.01% of the 13F portfolio, value $243,112.

    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 4,618 shares
    Change vs previous 13F +4,052 shares

    0.01% of the 13F portfolio, value $252,232.

    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 566 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $27,267.

    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).