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Farther Finance Advisors, LLC: UBS position timeline

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

Farther Finance Advisors, LLC held 28,516 UBS 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 28,516 shares
    Change vs previous 13F +3,606 shares

    0.01% of the 13F portfolio, value $1,372,461.

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

  2. period ended2026-06-30
    13F 24,910 shares
    Change vs previous 13F -2,574 shares

    0.01% of the 13F portfolio, value $1,234,355.

    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 27,484 shares
    Change vs previous 13F -4,065 shares

    0.01% of the 13F portfolio, value $1,092,197.

    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 31,549 shares
    Change vs previous 13F +15,557 shares

    0.02% of the 13F portfolio, value $1,461,053.

    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 15,992 shares
    Change vs previous 13F +2,270 shares

    0.01% of the 13F portfolio, value $655,688.

    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 13,722 shares
    Change vs previous 13F +11,069 shares

    0.01% of the 13F portfolio, value $464,091.

    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 2,653 shares
    Change vs previous 13F +423 shares

    <0.01% of the 13F portfolio, value $80,509.

    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 2,230 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $67,604.

    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).