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Farther Finance Advisors, LLC: IWM position timeline

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

Farther Finance Advisors, LLC held 98,319 IWM 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 98,319 shares
    Change vs previous 13F +5,937 shares

    0.19% of the 13F portfolio, value $27,322,251.

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

  2. period ended2026-06-30
    13F 92,382 shares
    Change vs previous 13F -1,475 shares

    0.22% of the 13F portfolio, value $27,753,718.

    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 93,857 shares
    Change vs previous 13F +38,900 shares

    0.22% of the 13F portfolio, value $23,422,295.

    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 54,957 shares
    Change vs previous 13F +24,155 shares

    0.15% of the 13F portfolio, value $13,528,327.

    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 30,802 shares
    Change vs previous 13F +2,709 shares

    0.11% of the 13F portfolio, value $7,452,902.

    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 28,093 shares
    Change vs previous 13F +4,381 shares

    0.12% of the 13F portfolio, value $6,062,133.

    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 23,712 shares
    Change vs previous 13F +11,002 shares

    0.12% of the 13F portfolio, value $4,730,713.

    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 12,710 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,808,402.

    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).