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Farther Finance Advisors, LLC: IWS position timeline

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

Farther Finance Advisors, LLC held 48,141 IWS 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 48,141 shares
    Change vs previous 13F +4,372 shares

    0.05% of the 13F portfolio, value $7,738,209.

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

  2. period ended2026-06-30
    13F 43,769 shares
    Change vs previous 13F +24,891 shares

    0.06% of the 13F portfolio, value $7,204,434.

    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 18,878 shares
    Change vs previous 13F +3,506 shares

    0.03% of the 13F portfolio, value $2,769,614.

    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 15,372 shares
    Change vs previous 13F +3,294 shares

    0.02% of the 13F portfolio, value $2,168,204.

    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 12,078 shares
    Change vs previous 13F +7,084 shares

    0.03% of the 13F portfolio, value $1,686,964.

    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 4,994 shares
    Change vs previous 13F -1,165 shares

    0.01% of the 13F portfolio, value $659,858.

    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 6,159 shares
    Change vs previous 13F +3,396 shares

    0.02% of the 13F portfolio, value $777,209.

    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 2,763 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $357,328.

    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).