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Farther Finance Advisors, LLC: IWO position timeline

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

Farther Finance Advisors, LLC held 22,926 IWO 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 22,926 shares
    Change vs previous 13F +1,479 shares

    0.06% of the 13F portfolio, value $8,182,310.

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

  2. period ended2026-06-30
    13F 21,447 shares
    Change vs previous 13F +2,287 shares

    0.07% of the 13F portfolio, value $8,449,213.

    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 19,160 shares
    Change vs previous 13F +14,752 shares

    0.06% of the 13F portfolio, value $6,057,670.

    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 4,408 shares
    Change vs previous 13F +1,315 shares

    0.02% of the 13F portfolio, value $1,423,957.

    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 3,093 shares
    Change vs previous 13F +2,292 shares

    0.01% of the 13F portfolio, value $989,973.

    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 801 shares
    Change vs previous 13F +148 shares

    <0.01% of the 13F portfolio, value $228,900.

    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 653 shares
    Change vs previous 13F +24 shares

    <0.01% of the 13F portfolio, value $166,870.

    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 629 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $180,940.

    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).