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Farther Finance Advisors, LLC: HLNE position timeline

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

Farther Finance Advisors, LLC held 11,918 HLNE 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 11,918 shares
    Change vs previous 13F +4,120 shares

    0.01% of the 13F portfolio, value $1,035,202.

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

  2. period ended2026-06-30
    13F 7,798 shares
    Change vs previous 13F +6,317 shares

    <0.01% of the 13F portfolio, value $613,923.

    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 1,481 shares
    Change vs previous 13F +266 shares

    <0.01% of the 13F portfolio, value $143,858.

    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 1,215 shares
    Change vs previous 13F +1,048 shares

    <0.01% of the 13F portfolio, value $163,171.

    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 167 shares
    Change vs previous 13F +101 shares

    <0.01% of the 13F portfolio, value $22,470.

    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 66 shares
    Change vs previous 13F -1 shares

    <0.01% of the 13F portfolio, value $9,317.

    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 67 shares
    Change vs previous 13F -232 shares

    <0.01% of the 13F portfolio, value $10,240.

    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 299 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $44,307.

    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).