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Farther Finance Advisors, LLC: PTY position timeline

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

Farther Finance Advisors, LLC held 14,119 PTY 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 14,119 shares
    Change vs previous 13F -2,283 shares

    <0.01% of the 13F portfolio, value $155,447.

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

  2. period ended2026-06-30
    13F 16,402 shares
    Change vs previous 13F -3,174 shares

    <0.01% of the 13F portfolio, value $197,314.

    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 19,576 shares
    Change vs previous 13F +6,343 shares

    <0.01% of the 13F portfolio, value $238,828.

    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 13,233 shares
    Change vs previous 13F +4,763 shares

    <0.01% of the 13F portfolio, value $170,711.

    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 8,470 shares
    Change vs previous 13F +735 shares

    <0.01% of the 13F portfolio, value $122,307.

    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 7,735 shares
    Change vs previous 13F +1,859 shares

    <0.01% of the 13F portfolio, value $107,594.

    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 5,876 shares
    Change vs previous 13F +3,176 shares

    <0.01% of the 13F portfolio, value $85,202.

    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 2,700 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $38,799.

    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).