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Financial Advocates Investment Management: FLMI position timeline

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

Financial Advocates Investment Management held 15,143 FLMI 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 15,143 shares
    Change vs previous 13F -32,600 shares

    0.21% of the 13F portfolio, value $375,094.

    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 47,743 shares
    Change vs previous 13F -33,335 shares

    0.09% of the 13F portfolio, value $1,158,233.

    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 81,078 shares
    Change vs previous 13F +35,534 shares

    0.14% of the 13F portfolio, value $1,981,539.

    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 45,544 shares
    Change vs previous 13F -460 shares

    0.06% of the 13F portfolio, value $1,112,871.

    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 46,004 shares
    Change vs previous 13F -3,027 shares

    0.07% of the 13F portfolio, value $1,150,569.

    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 49,031 shares
    Change vs previous 13F +2,890 shares

    0.07% of the 13F portfolio, value $1,196,380.

    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 46,141 shares
    Change vs previous 13F +8,328 shares

    0.07% of the 13F portfolio, value $1,131,844.

    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 37,813 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $917,339.

    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).