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Farther Finance Advisors, LLC: UL position timeline

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

Farther Finance Advisors, LLC held 83,846 UL 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 83,846 shares
    Change vs previous 13F -24,415 shares

    0.04% of the 13F portfolio, value $5,091,948.

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

  2. period ended2026-06-30
    13F 108,261 shares
    Change vs previous 13F +13,524 shares

    0.05% of the 13F portfolio, value $6,509,951.

    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 94,737 shares
    Change vs previous 13F +7,001 shares

    0.05% of the 13F portfolio, value $5,310,929.

    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 87,736 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,737,934.

    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).