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Farther Finance Advisors, LLC: IWB position timeline

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

Farther Finance Advisors, LLC held 39,838 IWB 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 39,838 shares
    Change vs previous 13F -2,468 shares

    0.12% of the 13F portfolio, value $16,578,420.

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

  2. period ended2026-06-30
    13F 42,306 shares
    Change vs previous 13F -5,319 shares

    0.14% of the 13F portfolio, value $17,322,552.

    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 47,625 shares
    Change vs previous 13F -12,969 shares

    0.16% of the 13F portfolio, value $17,113,074.

    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 60,594 shares
    Change vs previous 13F +50,596 shares

    0.24% of the 13F portfolio, value $22,628,312.

    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 9,998 shares
    Change vs previous 13F +1,956 shares

    0.06% of the 13F portfolio, value $3,654,247.

    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 8,042 shares
    Change vs previous 13F +256 shares

    0.05% of the 13F portfolio, value $2,730,755.

    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 7,786 shares
    Change vs previous 13F +444 shares

    0.06% of the 13F portfolio, value $2,396,670.

    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 7,342 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,365,167.

    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).