Farther Finance Advisors’s Couchbase BASE Stock Holding History

Farther Finance Advisors’s Portfolio BASE Stock Details BASE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-5	Closed	-$122	–	4971
2025 Q2	$122	Sell	5 -10	-67%	-$182	﹤0.01%	4284
2025 Q1	$242	Hold	15	–	–	﹤0.01%	3918
2024 Q4	$234	Hold	15	–	–	﹤0.01%	3622
2024 Q3	$242	Sell	15 -3	-17%	-$52	﹤0.01%	3606
2024 Q2	$320	Hold	18	–	–	﹤0.01%	3383
2024 Q1	$471	Hold	18	–	–	﹤0.01%	3036
2023 Q4	$405	Buy	+18	New	+$330	﹤0.01%	3039

Other funds holding BASE

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Farther Finance Advisors's BASE Position: Q3 2025 in Review

Farther Finance Advisors sold out of Couchbase (BASE) in Q3 2025, closing a stake of 5 shares — an estimated $122 sold.

Farther Finance Advisors first reported a position in BASE in Q4 2023 and held it in 7 quarters. The position peaked at $471 in Q1 2024. 3 funds tracked by Wall St. Rank hold BASE as of Q3 2025.

Farther Finance Advisors reported no remaining Couchbase position as of Q3 2025 after selling out during the quarter.
Farther Finance Advisors sold 5 Couchbase shares in Q3 2025, an estimated $122.
Farther Finance Advisors first reported a position in Couchbase in Q4 2023 and held it in 7 quarters.
Farther Finance Advisors's Couchbase position peaked at $471 in Q1 2024.
3 funds tracked by Wall St. Rank held Couchbase as of Q3 2025.

Based on Farther Finance Advisors's 13F filing for Q3 2025, filed 14 Oct 2025.