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Farther Finance Advisors, LLC: IUSB position timeline

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

Farther Finance Advisors, LLC held 3,214,129 IUSB 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 3,214,129 shares
    Change vs previous 13F +619,273 shares

    1% of the 13F portfolio, value $141,710,971.

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

  2. period ended2026-06-30
    13F 2,594,856 shares
    Change vs previous 13F +430,662 shares

    0.94% of the 13F portfolio, value $119,755,973.

    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 2,164,194 shares
    Change vs previous 13F +460,804 shares

    0.94% of the 13F portfolio, value $99,748,051.

    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 1,703,390 shares
    Change vs previous 13F +165,889 shares

    0.85% of the 13F portfolio, value $79,275,752.

    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 1,537,501 shares
    Change vs previous 13F -951,260 shares

    1.09% of the 13F portfolio, value $71,816,491.

    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 2,488,761 shares
    Change vs previous 13F +467,506 shares

    2.3% of the 13F portfolio, value $115,055,084.

    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 2,021,255 shares
    Change vs previous 13F +340,517 shares

    2.38% of the 13F portfolio, value $93,058,576.

    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 1,680,738 shares
    Change vs previous 13F not available

    2.75% of the 13F portfolio, value $75,969,346.

    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).