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Farther Finance Advisors, LLC: SHV position timeline

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

Farther Finance Advisors, LLC held 186,738 SHV 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 186,738 shares
    Change vs previous 13F +3,436 shares

    0.15% of the 13F portfolio, value $20,600,961.

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

  2. period ended2026-06-30
    13F 183,302 shares
    Change vs previous 13F -311 shares

    0.16% of the 13F portfolio, value $20,227,396.

    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 183,613 shares
    Change vs previous 13F +11,591 shares

    0.19% of the 13F portfolio, value $20,212,079.

    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 172,022 shares
    Change vs previous 13F +15,766 shares

    0.2% of the 13F portfolio, value $18,948,263.

    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 156,256 shares
    Change vs previous 13F +2,036 shares

    0.26% of the 13F portfolio, value $17,264,746.

    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 154,220 shares
    Change vs previous 13F -797 shares

    0.34% of the 13F portfolio, value $17,029,001.

    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 155,017 shares
    Change vs previous 13F +38,467 shares

    0.44% of the 13F portfolio, value $17,067,385.

    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 116,550 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $12,833,270.

    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).