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Farther Finance Advisors, LLC: TAXX position timeline

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

Farther Finance Advisors, LLC held 20,463 TAXX 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 20,463 shares
    Change vs previous 13F -2,853 shares

    0.01% of the 13F portfolio, value $1,020,058.

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

  2. period ended2026-06-30
    13F 23,316 shares
    Change vs previous 13F +15,000 shares

    0.01% of the 13F portfolio, value $1,183,054.

    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 8,316 shares
    Change vs previous 13F +2,801 shares

    <0.01% of the 13F portfolio, value $420,291.

    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 5,515 shares
    Change vs previous 13F +1,500 shares

    <0.01% of the 13F portfolio, value $279,721.

    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 4,015 shares
    Change vs previous 13F +455 shares

    <0.01% of the 13F portfolio, value $204,685.

    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 3,560 shares
    Change vs previous 13F -106 shares

    <0.01% of the 13F portfolio, value $181,738.

    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 3,666 shares
    Change vs previous 13F +166 shares

    <0.01% of the 13F portfolio, value $185,060.

    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 3,500 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $176,289.

    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).