Skip to content
Disclosery

Farther Finance Advisors, LLC: IWP position timeline

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

Farther Finance Advisors, LLC held 58,042 IWP 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 58,042 shares
    Change vs previous 13F +8,627 shares

    0.06% of the 13F portfolio, value $7,991,263.

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

  2. period ended2026-06-30
    13F 49,415 shares
    Change vs previous 13F +2,374 shares

    0.06% of the 13F portfolio, value $7,234,791.

    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 47,041 shares
    Change vs previous 13F +23,890 shares

    0.06% of the 13F portfolio, value $6,058,469.

    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 23,151 shares
    Change vs previous 13F +6,217 shares

    0.03% of the 13F portfolio, value $3,170,269.

    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 16,934 shares
    Change vs previous 13F +14,245 shares

    0.04% of the 13F portfolio, value $2,411,580.

    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 2,689 shares
    Change vs previous 13F +1,149 shares

    0.01% of the 13F portfolio, value $372,948.

    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 1,540 shares
    Change vs previous 13F +877 shares

    <0.01% of the 13F portfolio, value $182,571.

    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 663 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $84,045.

    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).