Farther Finance Advisors, LLC RMT — ROYCE MICRO-CAP TR INC COM

Ownership history in Farther Finance Advisors, LLC  ·  6 quarters on record

AI Ownership Summary

Farther Finance Advisors, LLC reported ROYCE MICRO-CAP TR INC COM (RMT) in 6 quarterly 13F filings from 2026 Q1 through 2026 Q3. The latest visible filing shows RMT 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 RMT 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 ROYCE MICRO-CAP TR 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 Q3

RMT 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 Q1 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.

RMT stock page Farther Finance Advisors, LLC fund profile Farther Finance Advisors, LLC full holdings
How Farther Finance Advisors, LLC held RMT — position size vs. price
% of Fund (quarterly)    RMT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 30,404 +7,149 +30.7% 0.00% $409K 2026-10-08 $13.19
2026 Q2 ADDED — — — 23,255 +22,784 +4837.4% 0.00% $340K 2026-07-17 $13.70
2026 Q1 REDUCED 61.2% +29.4% ❌ 471 -743 -61.2% 0.00% $5K 2026-04-07 $11.30
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding RMT

As of 2026 Q3 — sorted by position size

Todd Wealth Management, LLC 4.41% DKM Wealth Management, Inc. 0.2% ECLECTIC ASSOCIATES INC /ADV 3Y 0.02% SAPIENT CAPITAL LLC 0.01% Wedmont Private Capital 3Y 0.0%

FAQ About Farther Finance Advisors, LLC and RMT

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 RMT?

Farther Finance Advisors, LLC reported RMT across 3 quarterly 13F filings, from 2026 Q1 through 2026 Q3.

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

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

What is the latest reported RMT position on this page?

The most recent filing on this page is 2026 Q3, when Farther Finance Advisors, LLC reported 30,404 shares, equal to 0.00% of portfolio, with an estimated market value of $409K.

What does the chart on this RMT ownership page compare?

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

Based on 13F filing dates vs. subsequent RMT price moves, Farther Finance Advisors, LLC correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on RMT relative to SPY over the holding period was -1.3%.

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