Skip to content
Disclosery

Farther Finance Advisors, LLC: IVES position timeline

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

Farther Finance Advisors, LLC held 38,256 IVES 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 38,256 shares
    Change vs previous 13F +2,663 shares

    0.01% of the 13F portfolio, value $1,570,390.

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

  2. period ended2026-06-30
    13F 35,593 shares
    Change vs previous 13F +3,984 shares

    0.01% of the 13F portfolio, value $1,355,477.

    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 31,609 shares
    Change vs previous 13F +10,784 shares

    0.01% of the 13F portfolio, value $906,546.

    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 20,825 shares
    Change vs previous 13F +8,676 shares

    0.01% of the 13F portfolio, value $658,278.

    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 12,149 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $390,226.

    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).