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Farther Finance Advisors, LLC

CIK
1992825
City
SAN FRANCISCO
State / Country
CA

Top Portfolio Positions

3,756 positions · $3,363,213,670 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

14 quarters · across all stocks

Holdings in CPK

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Shares Held

Position Value (USD)

14 quarters on record
Report Date Value (USD) Shares
2026-03-31 $134,584 1,065
2025-12-31 $125,508 1,006
2025-09-30 $142,771 1,060
2025-06-30 $30,776 256
2025-03-31 $40,455 315
2024-12-31 $25,362 209
2024-09-30 $27,317 220
2024-06-30 $175,973 1,657
2024-03-31 $214 2
2023-12-31 $422 4
2023-09-30 $2,346 24
2023-06-30 $2,856 24
2023-03-31 $3,071 24
2022-12-31 $2,836 24