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Disclosery

Financial Advocates Investment Management: DFAC position timeline

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

Financial Advocates Investment Management held 8,488 DFAC 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 8,488 shares
    Change vs previous 13F -72,604 shares

    0.18% of the 13F portfolio, value $327,382.

    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 81,092 shares
    Change vs previous 13F -1,450 shares

    0.24% of the 13F portfolio, value $2,906,333.

    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 82,542 shares
    Change vs previous 13F -18 shares

    0.19% of the 13F portfolio, value $2,723,068.

    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 82,560 shares
    Change vs previous 13F -3,632 shares

    0.16% of the 13F portfolio, value $2,855,757.

    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 86,192 shares
    Change vs previous 13F -2,610 shares

    0.17% of the 13F portfolio, value $2,955,522.

    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 88,802 shares
    Change vs previous 13F -4,110 shares

    0.18% of the 13F portfolio, value $2,862,981.

    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 92,912 shares
    Change vs previous 13F -1,331 shares

    0.17% of the 13F portfolio, value $2,968,539.

    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 94,243 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,754,727.

    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).