FARM β€” FARMER BROS CO

Ownership history in Game Plan Financial Advisors, LLC  Β·  3 quarters on record

AI Ownership Summary

Game Plan Financial Advisors, LLC reported FARMER BROS CO (FARM) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 0.01% in 2025 Q2. The latest visible filing shows FARM 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 FARM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Game Plan Financial Advisors, LLC's position in FARMER BROS CO, 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
2025 Q4

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

High-water mark
Peak Conviction
0.01% in 2025 Q2

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

Time in book
Holding Window
2025 Q2 to 2025 Q4

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 Game Plan Financial Advisors, LLC held FARM β€” position size vs. price
% of Fund (quarterly)    FARM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 6,754 +1,754 +35.1% 0.00% $10K 2026-02-14 (Est.) $1.54
2025 Q3 REDUCED 5,000 -20,000 -80.0% 0.00% $9K 2025-10-29 $1.71
2025 Q2 INITIATED 25,000 β€” β€” 0.01% $34K 2025-07-24 $1.74

FAQ About Game Plan Financial Advisors, LLC and FARM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Game Plan Financial Advisors, LLC reported owning FARM?

Game Plan Financial Advisors, LLC reported FARM across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported FARM position in Game Plan Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for FARM was 0.01% in 2025 Q2.

What is the latest reported FARM position on this page?

The most recent filing on this page is 2025 Q4, when Game Plan Financial Advisors, LLC reported 6,754 shares, equal to 0.00% of portfolio, with an estimated market value of $10K.

What does the chart on this FARM ownership page compare?

The chart compares Game Plan Financial Advisors, LLC's quarterly FARM 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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