Back to TWFG
Farther Finance Advisors, LLC → TWFG
Farther Finance Advisors, LLC TWFG Position History
TWFG, Inc. • Insurance
Quarters held
4
Latest value
$4K
Q3 2026
Peak value
$10K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $10K |
| Q1 2026 | $6K |
| Q2 2026 | $8K |
| Q3 2026 | $4K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4K | 158 | — | — |
| Q2 2026 | $8K | 313 | — | — |
| Q1 2026 | $6K | 313 | — | — |
| Q4 2025 | $10K | 337 | — | — |
Other funds holding TWFG
$27.3M
$20.9M
$15.7M
$15.7M
$10.2M
$9.8M
$9.5M