Financial Advocates Investment Management: ED position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial Advocates Investment Management on ED, newest first. How the timeline and the estimate are built.
Financial Advocates Investment Management held 0 ED shares at 2025-09-30 per its 13F-HR filed 2025-11-06.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -2,944 shares
13F-HR 0001730293-25-000007 filed by Financial Advocates Investment Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 2,944 sharesChange vs previous 13F +184 shares
0.02% of the 13F portfolio, value $295,419.
13F-HR 0001730293-25-000006 filed by Financial Advocates Investment Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,760 sharesChange vs previous 13F -341 shares
0.02% of the 13F portfolio, value $305,274.
13F-HR 0001730293-25-000003 filed by Financial Advocates Investment Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,101 sharesChange vs previous 13F +208 shares
0.02% of the 13F portfolio, value $276,675.
13F-HR 0001730293-25-000001 filed by Financial Advocates Investment Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,893 sharesChange vs previous 13F -125 shares
0.02% of the 13F portfolio, value $301,247.
13F-HR 0001730293-24-000005 filed by Financial Advocates Investment Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 3,018 sharesChange vs previous 13F +562 shares
0.02% of the 13F portfolio, value $269,844.
13F-HR 0001730293-24-000003 filed by Financial Advocates Investment Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 2,456 sharesChange vs previous 13F -14 shares
0.01% of the 13F portfolio, value $223,024.
13F-HR 0001730293-24-000002 filed by Financial Advocates Investment Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 2,470 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $224,679.
13F-HR 0001730293-24-000001 filed by Financial Advocates Investment Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).