Farther Finance Advisors, LLC GWRS — GLOBAL WTR RES INC COM

Ownership history in Farther Finance Advisors, LLC  ·  4 quarters on record

AI Ownership Summary

Farther Finance Advisors, LLC reported GLOBAL WTR RES INC COM (GWRS) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. The latest visible filing shows GWRS 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 GWRS 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 GLOBAL WTR RES INC 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

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

High-water mark
Peak Conviction
0.0% in 2025 Q3

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

Time in book
Holding Window
2025 Q3 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.

GWRS stock page Farther Finance Advisors, LLC fund profile Farther Finance Advisors, LLC full holdings
How Farther Finance Advisors, LLC held GWRS — position size vs. price
% of Fund (quarterly)    GWRS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 163 -1,373 -89.4% 0.00% $1K 2026-07-17 $7.07
2026 Q1 REDUCED — — — 1,536 -18 -1.2% 0.00% $12K 2026-04-07 $7.53
2025 Q4 ADDED — — — 1,554 +270 +21.0% 0.00% $13K 2026-01-23 $8.45
2025 Q3 INITIATED — — — 1,284 — — 0.00% $13K 2025-10-14 $10.66

🏢 Other funds also holding GWRS

As of 2026 Q2 — sorted by position size

North Star Investment Management Corp. 3Y 7Y 0.17% Claret Asset Management Corp 3Y 7Y 0.13% Dynamic Advisor Solutions LLC 3Y 7Y 0.01% Atria Investments, Inc 3Y 7Y 0.0% Private Wealth Management Group, LLC 0.0% Avanza Fonder AB 0.0% D.A. DAVIDSON & CO. 3Y 7Y 0.0% Allied Private Wealth LLC 0.0% COMMONWEALTH EQUITY SERVICES, LLC 3Y 7Y 0.0% SBI Securities Co., Ltd. 0.0%

FAQ About Farther Finance Advisors, LLC and GWRS

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 GWRS?

Farther Finance Advisors, LLC reported GWRS across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

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

The largest reported portfolio weight for GWRS was 0.00% in 2025 Q3.

What is the latest reported GWRS position on this page?

The most recent filing on this page is 2026 Q2, when Farther Finance Advisors, LLC reported 163 shares, equal to 0.00% of portfolio, with an estimated market value of $1K.

What does the chart on this GWRS ownership page compare?

The chart compares Farther Finance Advisors, LLC's quarterly GWRS 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 GWRS position?

Based on 13F filing dates vs. subsequent GWRS price moves, Farther Finance Advisors, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on GWRS relative to SPY over the holding period was -50.7%.

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