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Farther Finance Advisors, LLC: OTEX position timeline

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

Farther Finance Advisors, LLC held 4,486 OTEX 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 4,486 shares
    Change vs previous 13F -68 shares

    <0.01% of the 13F portfolio, value $100,578.

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

  2. period ended2026-06-30
    13F 4,554 shares
    Change vs previous 13F -7,234 shares

    <0.01% of the 13F portfolio, value $100,860.

    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 11,788 shares
    Change vs previous 13F +3,327 shares

    <0.01% of the 13F portfolio, value $265,695.

    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 8,461 shares
    Change vs previous 13F +1,130 shares

    <0.01% of the 13F portfolio, value $275,652.

    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 7,331 shares
    Change vs previous 13F -1,172 shares

    <0.01% of the 13F portfolio, value $274,045.

    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 8,503 shares
    Change vs previous 13F -888 shares

    <0.01% of the 13F portfolio, value $248,301.

    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 9,391 shares
    Change vs previous 13F -650 shares

    0.01% of the 13F portfolio, value $238,153.

    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 10,041 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $284,367.

    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).