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Farther Finance Advisors, LLC: WLY position timeline

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

Farther Finance Advisors, LLC held 787 WLY 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 787 shares
    Change vs previous 13F +241 shares

    <0.01% of the 13F portfolio, value $37,587.

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

  2. period ended2026-06-30
    13F 546 shares
    Change vs previous 13F +448 shares

    <0.01% of the 13F portfolio, value $26,477.

    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 98 shares
    Change vs previous 13F -134 shares

    <0.01% of the 13F portfolio, value $3,794.

    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 232 shares
    Change vs previous 13F -12 shares

    <0.01% of the 13F portfolio, value $7,106.

    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 244 shares
    Change vs previous 13F -243 shares

    <0.01% of the 13F portfolio, value $9,875.

    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 487 shares
    Change vs previous 13F +438 shares

    <0.01% of the 13F portfolio, value $21,735.

    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 49 shares
    Change vs previous 13F +32 shares

    <0.01% of the 13F portfolio, value $2,208.

    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 17 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $743.

    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).