Skip to content
Disclosery

Financial Advocates Investment Management: EXC position timeline

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

Financial Advocates Investment Management held 0 EXC shares at 2024-06-30 per its 13F-HR filed 2024-07-29.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 0 shares
    Change vs previous 13F -6,385 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-03-31
    13F 6,385 shares
    Change vs previous 13F +27 shares

    0.01% of the 13F portfolio, value $239,869.

    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).

  3. period ended2023-12-31
    13F 6,358 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $228,243.

    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).