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Farther Finance Advisors, LLC: IYM position timeline

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

Farther Finance Advisors, LLC held 533 IYM 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 533 shares
    Change vs previous 13F -42,982 shares

    <0.01% of the 13F portfolio, value $94,873.

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

  2. period ended2026-06-30
    13F 43,515 shares
    Change vs previous 13F +41,844 shares

    0.06% of the 13F portfolio, value $7,812,177.

    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 1,671 shares
    Change vs previous 13F -150 shares

    <0.01% of the 13F portfolio, value $298,714.

    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 1,821 shares
    Change vs previous 13F +1,651 shares

    <0.01% of the 13F portfolio, value $280,428.

    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 170 shares
    Change vs previous 13F -112 shares

    <0.01% of the 13F portfolio, value $25,196.

    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 282 shares
    Change vs previous 13F +276 shares

    <0.01% of the 13F portfolio, value $39,483.

    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 shares
    Change vs previous 13F +3 shares

    <0.01% of the 13F portfolio, value $809.

    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 3 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $390.

    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).