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Farther Finance Advisors, LLC: SMBS position timeline

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

Farther Finance Advisors, LLC held 10,903 SMBS 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 10,903 shares
    Change vs previous 13F -3,259 shares

    <0.01% of the 13F portfolio, value $261,672.

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

  2. period ended2026-06-30
    13F 14,162 shares
    Change vs previous 13F +11,056 shares

    <0.01% of the 13F portfolio, value $359,998.

    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 3,106 shares
    Change vs previous 13F +2,868 shares

    <0.01% of the 13F portfolio, value $79,125.

    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 238 shares
    Change vs previous 13F -330 shares

    <0.01% of the 13F portfolio, value $6,111.

    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 568 shares
    Change vs previous 13F +419 shares

    <0.01% of the 13F portfolio, value $14,603.

    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 149 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,795.

    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).