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Disclosery

Financial Advocates Investment Management: BND position timeline

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

Financial Advocates Investment Management held 49,253 BND 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 49,253 shares
    Change vs previous 13F -94,852 shares

    2.06% of the 13F portfolio, value $3,662,947.

    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 144,105 shares
    Change vs previous 13F -6,742 shares

    0.87% of the 13F portfolio, value $10,610,425.

    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 150,847 shares
    Change vs previous 13F -7,430 shares

    0.78% of the 13F portfolio, value $11,079,697.

    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 158,277 shares
    Change vs previous 13F +49,740 shares

    0.65% of the 13F portfolio, value $11,381,698.

    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 108,537 shares
    Change vs previous 13F -47,493 shares

    0.46% of the 13F portfolio, value $8,177,735.

    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 156,030 shares
    Change vs previous 13F -68,824 shares

    0.7% of the 13F portfolio, value $11,241,944.

    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 224,854 shares
    Change vs previous 13F -46,563 shares

    0.95% of the 13F portfolio, value $16,331,174.

    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 271,417 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $19,962,727.

    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).