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Farther Finance Advisors, LLC: XMHQ position timeline

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

Farther Finance Advisors, LLC held 87,581 XMHQ 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 87,581 shares
    Change vs previous 13F +16,880 shares

    0.07% of the 13F portfolio, value $9,778,466.

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

  2. period ended2026-06-30
    13F 70,701 shares
    Change vs previous 13F -16,436 shares

    0.06% of the 13F portfolio, value $7,980,692.

    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 87,137 shares
    Change vs previous 13F -52,716 shares

    0.09% of the 13F portfolio, value $9,097,970.

    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 139,853 shares
    Change vs previous 13F +135,249 shares

    0.15% of the 13F portfolio, value $14,323,761.

    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 4,604 shares
    Change vs previous 13F +4,123 shares

    0.01% of the 13F portfolio, value $483,267.

    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 481 shares
    Change vs previous 13F -4,936 shares

    <0.01% of the 13F portfolio, value $47,296.

    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 5,417 shares
    Change vs previous 13F -705 shares

    0.01% of the 13F portfolio, value $501,525.

    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 6,122 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $602,846.

    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).