Farther Finance Advisors, LLC CVSB — CALVERT ULTRA-SHORT INVESTMENT GRADE ETF

Ownership history in Farther Finance Advisors, LLC  ·  1 quarter on record

AI Ownership Summary

Farther Finance Advisors, LLC reported CALVERT ULTRA-SHORT INVESTMENT GRADE ETF (CVSB) in 1 quarterly 13F filing from 2026 Q3 through 2026 Q3. The latest visible filing shows CVSB 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.

What this CVSB 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 CALVERT ULTRA-SHORT INVESTMENT GRADE 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 Q3

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

High-water mark
Peak Conviction
0.0% in 2026 Q3

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

Time in book
Holding Window
2026 Q3 to 2026 Q3

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 CVSB — position size vs. price
% of Fund (quarterly)    CVSB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 INITIATED — — — 34 — — 0.00% $2K 2026-10-08 $50.49

🏢 Other funds also holding CVSB

As of 2026 Q3 — sorted by position size

Prism Advisors, Inc. 3Y 7Y 0.25% FIG FINANCIAL ADVISORY SERVICES INC /ADV 0.12%

FAQ About Farther Finance Advisors, LLC and CVSB

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 CVSB?

Farther Finance Advisors, LLC reported CVSB across 1 quarterly 13F filings, from 2026 Q3 through 2026 Q3.

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

The largest reported portfolio weight for CVSB was 0.00% in 2026 Q3.

What is the latest reported CVSB position on this page?

The most recent filing on this page is 2026 Q3, when Farther Finance Advisors, LLC reported 34 shares, equal to 0.00% of portfolio, with an estimated market value of $2K.

What does the chart on this CVSB ownership page compare?

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

← Back to Farther Finance Advisors, LLC Holdings