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Farther Finance Advisors, LLC: SWIM position timeline

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

Farther Finance Advisors, LLC held 152 SWIM 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 152 shares
    Change vs previous 13F -253 shares

    <0.01% of the 13F portfolio, value $947.

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

  2. period ended2026-06-30
    13F 405 shares
    Change vs previous 13F -3,238 shares

    <0.01% of the 13F portfolio, value $2,619.

    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 3,643 shares
    Change vs previous 13F -473 shares

    <0.01% of the 13F portfolio, value $19,526.

    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 4,116 shares
    Change vs previous 13F +469 shares

    <0.01% of the 13F portfolio, value $26,137.

    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 3,647 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $27,754.

    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).