Farther Finance Advisors, LLC PFM — INVESCO DIVIDEND ACHIEVERS ETF

Ownership history in Farther Finance Advisors, LLC  ·  12 quarters on record

AI Ownership Summary

Farther Finance Advisors, LLC reported INVESCO DIVIDEND ACHIEVERS ETF (PFM) in 12 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2023 Q4. The latest visible filing shows PFM 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 PFM 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 INVESCO DIVIDEND ACHIEVERS ETF, 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 Q1

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

High-water mark
Peak Conviction
0.01% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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.

PFM stock page Farther Finance Advisors, LLC fund profile Farther Finance Advisors, LLC full holdings
How Farther Finance Advisors, LLC held PFM — position size vs. price
% of Fund (quarterly)    PFM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 3,786 — 0% 0.00% $194K 2026-04-07 $51.36
2025 Q4 UNCHANGED — — — 3,786 — 0% 0.00% $195K 2026-01-23 $52.27
2025 Q3 REDUCED 5.1% +2.7% ❌ 3,786 -205 -5.1% 0.00% $192K 2025-10-14 $50.43
2025 Q2 UNCHANGED — — — 3,991 — 0% 0.00% $192K 2025-07-11 $47.98
2025 Q1 UNCHANGED — — — 3,991 — 0% 0.00% $182K 2025-04-14 $43.34
2024 Q4 UNCHANGED — — — 3,991 — 0% 0.01% $183K 2025-02-10 $46.81
2024 Q3 UNCHANGED — — — 3,991 — 0% 0.01% $186K 2024-10-29 $45.27
2024 Q2 UNCHANGED — — — 3,991 — 0% 0.01% $170K 2024-07-31 $43.33
2024 Q1 UNCHANGED — — — 3,991 — 0% 0.01% $169K 2024-05-14 $41.20
2023 Q4 UNCHANGED — — — 3,991 — 0% 0.01% $159K 2024-02-15 $39.61
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PFM

As of 2026 Q1 — sorted by position size

Flaharty Asset Management, LLC 3Y 7Y 3.17% NESTEGG ADVISORS, INC. 2.22% Everstar Asset Management, LLC 1.91% Atlas Private Wealth Advisors 3Y 0.52% GreatBanc Trust CO 3Y 7Y 0.43% CAPE ANN SAVINGS BANK 3Y 7Y 0.39% Wealthspire Retirement, LLC 0.35% PMG Wealth Management, Inc. 0.24% Institute for Wealth Management, LLC. 3Y 7Y 0.21% Focus Financial Network, Inc. 0.21%

FAQ About Farther Finance Advisors, LLC and PFM

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 PFM?

Farther Finance Advisors, LLC reported PFM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

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

The largest reported portfolio weight for PFM was 0.01% in 2023 Q4.

What is the latest reported PFM position on this page?

The most recent filing on this page is 2026 Q1, when Farther Finance Advisors, LLC reported 3,786 shares, equal to 0.00% of portfolio, with an estimated market value of $194K.

What does the chart on this PFM ownership page compare?

The chart compares Farther Finance Advisors, LLC's quarterly PFM 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.

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