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Financial Advocates Investment Management: AOM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial Advocates Investment Management on AOM, newest first. How the timeline and the estimate are built.

Financial Advocates Investment Management held 93,348 AOM shares at 2025-09-30 per its 13F-HR filed 2025-11-06.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 93,348 shares
    Change vs previous 13F +3,893 shares

    2.5% of the 13F portfolio, value $4,441,500.

    13F-HR 0001730293-25-000007 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-06-30
    13F 89,455 shares
    Change vs previous 13F +2,983 shares

    0.34% of the 13F portfolio, value $4,118,507.

    13F-HR 0001730293-25-000006 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 86,472 shares
    Change vs previous 13F +4,399 shares

    0.27% of the 13F portfolio, value $3,794,393.

    13F-HR 0001730293-25-000003 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 82,073 shares
    Change vs previous 13F +21,199 shares

    0.2% of the 13F portfolio, value $3,565,252.

    13F-HR 0001730293-25-000001 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F 60,874 shares
    Change vs previous 13F -14 shares

    0.16% of the 13F portfolio, value $2,761,386.

    13F-HR 0001730293-24-000005 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-06-30
    13F 60,888 shares
    Change vs previous 13F +1,030 shares

    0.16% of the 13F portfolio, value $2,618,076.

    13F-HR 0001730293-24-000003 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-03-31
    13F 59,858 shares
    Change vs previous 13F +3,203 shares

    0.15% of the 13F portfolio, value $2,568,382.

    13F-HR 0001730293-24-000002 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-12-31
    13F 56,655 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,359,617.

    13F-HR 0001730293-24-000001 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).