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Farther Finance Advisors, LLC: SOXX position timeline

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

Farther Finance Advisors, LLC held 16,070 SOXX 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 16,070 shares
    Change vs previous 13F +4,095 shares

    0.06% of the 13F portfolio, value $9,137,775.

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

  2. period ended2026-06-30
    13F 11,975 shares
    Change vs previous 13F -551 shares

    0.06% of the 13F portfolio, value $7,582,881.

    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 12,526 shares
    Change vs previous 13F -2,918 shares

    0.04% of the 13F portfolio, value $4,240,705.

    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 15,444 shares
    Change vs previous 13F +1,472 shares

    0.05% of the 13F portfolio, value $4,651,107.

    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 13,972 shares
    Change vs previous 13F +2,942 shares

    0.06% of the 13F portfolio, value $3,788,125.

    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 11,030 shares
    Change vs previous 13F +481 shares

    0.05% of the 13F portfolio, value $2,632,794.

    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 10,549 shares
    Change vs previous 13F +2,539 shares

    0.05% of the 13F portfolio, value $1,985,998.

    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 8,010 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,725,998.

    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).