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Farther Finance Advisors, LLC: IWV position timeline

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

Farther Finance Advisors, LLC held 2,487 IWV 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 2,487 shares
    Change vs previous 13F +341 shares

    0.01% of the 13F portfolio, value $1,073,672.

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

  2. period ended2026-06-30
    13F 2,146 shares
    Change vs previous 13F -1,354 shares

    0.01% of the 13F portfolio, value $914,870.

    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 3,500 shares
    Change vs previous 13F +110 shares

    0.01% of the 13F portfolio, value $1,306,247.

    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 3,390 shares
    Change vs previous 13F +492 shares

    0.01% of the 13F portfolio, value $1,311,264.

    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 2,898 shares
    Change vs previous 13F +1,662 shares

    0.02% of the 13F portfolio, value $1,098,074.

    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 1,236 shares
    Change vs previous 13F -1 shares

    0.01% of the 13F portfolio, value $433,837.

    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 1,237 shares
    Change vs previous 13F -3,757 shares

    0.01% of the 13F portfolio, value $394,482.

    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 4,994 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,669,383.

    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).