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Farther Finance Advisors, LLC: IYZ position timeline

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

Farther Finance Advisors, LLC held 1,223 IYZ 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 1,223 shares
    Change vs previous 13F -6,113 shares

    <0.01% of the 13F portfolio, value $50,363.

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

  2. period ended2026-06-30
    13F 7,336 shares
    Change vs previous 13F +4,660 shares

    <0.01% of the 13F portfolio, value $310,442.

    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 2,676 shares
    Change vs previous 13F -2,828 shares

    <0.01% of the 13F portfolio, value $105,603.

    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 5,504 shares
    Change vs previous 13F +8 shares

    <0.01% of the 13F portfolio, value $186,590.

    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 5,496 shares
    Change vs previous 13F +5,466 shares

    <0.01% of the 13F portfolio, value $177,302.

    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 30 shares
    Change vs previous 13F -15 shares

    <0.01% of the 13F portfolio, value $893.

    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 45 shares
    Change vs previous 13F -3 shares

    <0.01% of the 13F portfolio, value $1,237.

    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 48 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,288.

    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).