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Farther Finance Advisors, LLC: PWZ position timeline

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

Farther Finance Advisors, LLC held 306,376 PWZ 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 306,376 shares
    Change vs previous 13F +205,759 shares

    0.05% of the 13F portfolio, value $6,835,246.

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

  2. period ended2026-06-30
    13F 100,617 shares
    Change vs previous 13F +22,015 shares

    0.02% of the 13F portfolio, value $2,466,133.

    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 78,602 shares
    Change vs previous 13F +719 shares

    0.02% of the 13F portfolio, value $1,884,090.

    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 77,883 shares
    Change vs previous 13F +69,783 shares

    0.02% of the 13F portfolio, value $1,881,653.

    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 8,100 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $193,763.

    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 8,100 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $189,064.

    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 8,100 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $194,654.

    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 8,100 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $200,081.

    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).