Farther Finance Advisors, LLC

Position in PWP — Perella Weinberg Partners

CIK 1992825 SAN FRANCISCO, CA

Position in PWP

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$2,681

+$1,138 QoQ

Shares Held

168

+97.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#147

of 163 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Farther Finance Advisors, LLC holds $38,170,276 across 51 Capital Markets names. PWP ranks #45 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	11,716	$11,849,210
2	SCHW	Schwab Charles Corp	76,446	$7,053,672
3	MS	Morgan Stanley	30,785	$6,435,296
4	HOOD	Robinhood Markets, Inc.	31,675	$3,176,369
5	IREN	IREN Ltd	64,882	$2,967,053
6	IBKR	Interactive Brokers Group, Inc.	10,562	$919,316
7	LPLA	LPL Financial Holdings Inc.	2,597	$731,522
8	PIPR	Piper Sandler Companies	8,436	$610,260

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,681	168	+97.6%	Shares	Sole	2026-07-17
2026-03-31	$1,543	85	+39.3%	Shares	Sole	2026-04-07
2025-12-31	$1,055	61	+60.5%	Shares	Sole	2026-01-23
2025-09-30	$810	38	+35.7%	Shares	Sole	2025-10-14
2025-06-30	$543	28	0.0%	Shares	Sole	2025-07-11
2025-03-31	$515	28	0.0%	Shares	Sole	2025-04-14
2024-12-31	$667	28	0.0%	Shares	Sole	2025-02-10
2024-09-30	$540	28	+21.7%	Shares	Sole	2024-10-29
2024-06-30	$373	23	0.0%	Shares	Sole	2024-07-31
2024-03-31	$324	23	-60.3%	Shares	Sole	2024-05-14
2023-12-31	$709	58	—	Shares	Sole	2024-02-15
No filing history on record for this holder in this stock.