Farther Finance Advisors, LLC OPRT β€” OPORTUN FINL CORP COM

Ownership history in Farther Finance Advisors, LLC  Β·  4 quarters on record

AI Ownership Summary

Farther Finance Advisors, LLC reported OPORTUN FINL CORP COM (OPRT) in 4 quarterly 13F filings from 2026 Q1 through 2026 Q2. The latest visible filing shows OPRT 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 OPRT 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 OPORTUN FINL CORP 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 Q2

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

High-water mark
Peak Conviction
0.0% in 2026 Q2

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 Q2

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 OPRT β€” position size vs. price
% of Fund (quarterly)    OPRT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 216 +150 +227.3% 0.00% $1K 2026-07-17 $6.00
2026 Q1 ADDED β€” β€” β€” 66 +64 +3200.0% 0.00% $302 2026-04-07 $4.76
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Farther Finance Advisors, LLC and OPRT

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 OPRT?

Farther Finance Advisors, LLC reported OPRT across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

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

The largest reported portfolio weight for OPRT was 0.00% in 2026 Q2.

What is the latest reported OPRT position on this page?

The most recent filing on this page is 2026 Q2, when Farther Finance Advisors, LLC reported 216 shares, equal to 0.00% of portfolio, with an estimated market value of $1K.

What does the chart on this OPRT ownership page compare?

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

Based on 13F filing dates vs. subsequent OPRT price moves, Farther Finance Advisors, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on OPRT relative to SPY over the holding period was -100.0%.

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