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Farther Finance Advisors, LLC: WSO position timeline

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

Farther Finance Advisors, LLC held 1,187 WSO 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 1,187 shares
    Change vs previous 13F -340 shares

    <0.01% of the 13F portfolio, value $359,250.

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

  2. period ended2026-06-30
    13F 1,527 shares
    Change vs previous 13F -44 shares

    <0.01% of the 13F portfolio, value $635,663.

    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 1,571 shares
    Change vs previous 13F -313 shares

    0.01% of the 13F portfolio, value $590,384.

    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 1,884 shares
    Change vs previous 13F +169 shares

    0.01% of the 13F portfolio, value $634,944.

    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 1,715 shares
    Change vs previous 13F -150 shares

    0.01% of the 13F portfolio, value $693,213.

    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 1,865 shares
    Change vs previous 13F +260 shares

    0.02% of the 13F portfolio, value $823,572.

    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 1,605 shares
    Change vs previous 13F +117 shares

    0.02% of the 13F portfolio, value $821,329.

    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 1,488 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $705,252.

    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).