Financial Advocates Investment Management: F position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial Advocates Investment Management on F, newest first. How the timeline and the estimate are built.
Financial Advocates Investment Management held 0 F 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 -39,312 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 39,312 sharesChange vs previous 13F -2,764 shares
0.03% of the 13F portfolio, value $426,543.
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 42,076 sharesChange vs previous 13F -10,235 shares
0.03% of the 13F portfolio, value $422,018.
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 52,311 sharesChange vs previous 13F +7,824 shares
0.03% of the 13F portfolio, value $517,878.
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 44,487 sharesChange vs previous 13F -2,053 shares
0.03% of the 13F portfolio, value $469,786.
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 46,540 sharesChange vs previous 13F -62,115 shares
0.04% of the 13F portfolio, value $583,612.
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 108,655 sharesChange vs previous 13F -706 shares
0.08% of the 13F portfolio, value $1,442,949.
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 109,361 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $1,333,112.
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).