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Farther Finance Advisors, LLC: FWRD position timeline

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

Farther Finance Advisors, LLC held 398 FWRD 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 398 shares
    Change vs previous 13F -38 shares

    <0.01% of the 13F portfolio, value $6,070.

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

  2. period ended2026-06-30
    13F 436 shares
    Change vs previous 13F -144 shares

    <0.01% of the 13F portfolio, value $5,898.

    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 580 shares
    Change vs previous 13F +56 shares

    <0.01% of the 13F portfolio, value $9,993.

    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 524 shares
    Change vs previous 13F +137 shares

    <0.01% of the 13F portfolio, value $13,100.

    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 387 shares
    Change vs previous 13F +183 shares

    <0.01% of the 13F portfolio, value $9,923.

    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 204 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,006.

    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).