Farther Finance Advisors, LLC SMIN — ISHARES MSCI INDIA SMALL CAP ETF

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

AI Ownership Summary

Farther Finance Advisors, LLC reported ISHARES MSCI INDIA SMALL CAP ETF (SMIN) in 6 quarterly 13F filings from 2025 Q3 through 2026 Q3. The latest visible filing shows SMIN 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 SMIN 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 ISHARES MSCI INDIA SMALL CAP 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

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

High-water mark
Peak Conviction
0.0% in 2025 Q4

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 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 SMIN — position size vs. price
% of Fund (quarterly)    SMIN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 229 -50 -17.9% 0.00% $16K 2026-10-08 $66.68
2026 Q2 REDUCED 34.2% -2.4% ✅ 279 -145 -34.2% 0.00% $20K 2026-07-17 $69.70
2026 Q1 REDUCED 25.0% +16.3% ❌ 424 -141 -25.0% 0.00% $26K 2026-04-07 $61.23
2025 Q4 ADDED — — — 565 +328 +138.4% 0.00% $39K 2026-01-23 $64.23
2025 Q3 ADDED — — — 237 +172 +264.6% 0.00% $17K 2025-10-14 $70.97
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SMIN

As of 2026 Q3 — sorted by position size

Crumly & Associates Inc. 3Y 1.96% GK Wealth Management LLC 0.01% HARBOR INVESTMENT ADVISORY, LLC 3Y 0.0%

FAQ About Farther Finance Advisors, LLC and SMIN

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 SMIN?

Farther Finance Advisors, LLC reported SMIN across 5 quarterly 13F filings, from 2025 Q3 through 2026 Q3.

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

The largest reported portfolio weight for SMIN was 0.00% in 2025 Q4.

What is the latest reported SMIN position on this page?

The most recent filing on this page is 2026 Q3, when Farther Finance Advisors, LLC reported 229 shares, equal to 0.00% of portfolio, with an estimated market value of $16K.

What does the chart on this SMIN ownership page compare?

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

Based on 13F filing dates vs. subsequent SMIN price moves, Farther Finance Advisors, LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on SMIN relative to SPY over the holding period was -20.8%.

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