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Farther Finance Advisors, LLC: UMMA position timeline

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

Farther Finance Advisors, LLC held 30,547 UMMA 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 30,547 shares
    Change vs previous 13F +4,452 shares

    0.01% of the 13F portfolio, value $1,124,352.

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

  2. period ended2026-06-30
    13F 26,095 shares
    Change vs previous 13F +1,928 shares

    0.01% of the 13F portfolio, value $1,029,927.

    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 24,167 shares
    Change vs previous 13F +5 shares

    0.01% of the 13F portfolio, value $754,726.

    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 24,162 shares
    Change vs previous 13F +7,475 shares

    0.01% of the 13F portfolio, value $715,385.

    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 16,687 shares
    Change vs previous 13F +1,617 shares

    0.01% of the 13F portfolio, value $459,887.

    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 15,070 shares
    Change vs previous 13F +967 shares

    0.01% of the 13F portfolio, value $401,463.

    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 14,103 shares
    Change vs previous 13F +2,861 shares

    0.01% of the 13F portfolio, value $336,777.

    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 11,242 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $265,772.

    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).