Farther Finance Advisors, LLC AQN ALGONQUIN PWR UTILS CORP COM

Ownership history in Farther Finance Advisors, LLC  ·  7 quarters on record

AI Ownership Summary

Farther Finance Advisors, LLC reported ALGONQUIN PWR UTILS CORP COM (AQN) in 7 quarterly 13F filings from 2024 Q1 through 2026 Q2. The latest visible filing shows AQN at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AQN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Farther Finance Advisors, LLC's position in ALGONQUIN PWR UTILS CORP COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

AQN was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Farther Finance Advisors, LLC held AQN — position size vs. price
% of Fund (quarterly)    AQN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 5,323 +417 +8.5% 0.00% $32K 2026-07-17 $5.84
2026 Q1 ADDED 4,906 +1,054 +27.4% 0.00% $31K 2026-04-07 $6.07
2025 Q4 ADDED 3,852 +2,692 +232.1% 0.00% $24K 2026-01-23 $6.24
2024 Q3 ADDED 1,160 +327 +39.3% 0.00% $6K 2024-10-29 $4.56
2024 Q2 UNCHANGED 833 0% 0.00% $5K 2024-07-31 $5.81
2024 Q1 REDUCED 11.1% -5.4% 833 -104 -11.1% 0.00% $5K 2024-05-14 $5.93
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Farther Finance Advisors, LLC and AQN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Farther Finance Advisors, LLC reported owning AQN?

Farther Finance Advisors, LLC reported AQN across 6 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported AQN position in Farther Finance Advisors, LLC's portfolio?

The largest reported portfolio weight for AQN was 0.00% in 2024 Q1.

What is the latest reported AQN position on this page?

The most recent filing on this page is 2026 Q2, when Farther Finance Advisors, LLC reported 5,323 shares, equal to 0.00% of portfolio, with an estimated market value of $32K.

What does the chart on this AQN ownership page compare?

The chart compares Farther Finance Advisors, LLC's quarterly AQN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Farther Finance Advisors, LLC time their AQN position?

Based on 13F filing dates vs. subsequent AQN price moves, Farther Finance Advisors, LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on AQN relative to SPY over the holding period was -33.1%.

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