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Farther Finance Advisors, LLC: FINX position timeline

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

Farther Finance Advisors, LLC held 65,954 FINX 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 65,954 shares
    Change vs previous 13F +1,765 shares

    0.01% of the 13F portfolio, value $1,600,039.

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

  2. period ended2026-06-30
    13F 64,189 shares
    Change vs previous 13F +5,989 shares

    0.01% of the 13F portfolio, value $1,584,952.

    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 58,200 shares
    Change vs previous 13F +28,223 shares

    0.01% of the 13F portfolio, value $1,332,483.

    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 29,977 shares
    Change vs previous 13F +14,293 shares

    0.01% of the 13F portfolio, value $882,223.

    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 15,684 shares
    Change vs previous 13F +15,634 shares

    0.01% of the 13F portfolio, value $525,728.

    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 50 shares
    Change vs previous 13F -87 shares

    <0.01% of the 13F portfolio, value $1,711.

    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 137 shares
    Change vs previous 13F -5 shares

    <0.01% of the 13F portfolio, value $3,817.

    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 142 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,433.

    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).