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Farther Finance Advisors, LLC: PFIS position timeline

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

Farther Finance Advisors, LLC held 1,293 PFIS 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 1,293 shares
    Change vs previous 13F +17 shares

    <0.01% of the 13F portfolio, value $87,096.

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

  2. period ended2026-06-30
    13F 1,276 shares
    Change vs previous 13F +4 shares

    <0.01% of the 13F portfolio, value $84,688.

    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 1,272 shares
    Change vs previous 13F +1,266 shares

    <0.01% of the 13F portfolio, value $68,955.

    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 6 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $292.

    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).