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Farther Finance Advisors, LLC → MORN
Farther Finance Advisors, LLC MORN Position History
Morningstar, Inc. • Financial Services
Quarters held
5
Latest value
$124K
Q3 2026
Peak value
$159K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $97K |
| Q4 2025 | $159K |
| Q1 2026 | $54K |
| Q2 2026 | $71K |
| Q3 2026 | $124K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $124K | 652 | — | — |
| Q2 2026 | $71K | 454 | — | — |
| Q1 2026 | $54K | 321 | — | — |
| Q4 2025 | $159K | 733 | — | — |
| Q3 2025 | $97K | 417 | — | — |
Other funds holding MORN
$545.9M
$449.3M
$388.4M
$364.8M
$279.4M
$245.5M
$244.3M
$231.7M