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Disclosery

Financial Advocates Investment Management: HYFI position timeline

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

Financial Advocates Investment Management held 0 HYFI 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 0 shares
    Change vs previous 13F -71,833 shares

    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).

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

  2. period ended2025-06-30
    13F 71,833 shares
    Change vs previous 13F -11,578 shares

    0.22% of the 13F portfolio, value $2,691,771.

    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 83,411 shares
    Change vs previous 13F +5,691 shares

    0.22% of the 13F portfolio, value $3,072,863.

    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 77,720 shares
    Change vs previous 13F +5,993 shares

    0.16% of the 13F portfolio, value $2,867,460.

    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 71,727 shares
    Change vs previous 13F +8,342 shares

    0.15% of the 13F portfolio, value $2,697,635.

    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 63,385 shares
    Change vs previous 13F +29,606 shares

    0.14% of the 13F portfolio, value $2,307,833.

    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 33,779 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,242,393.

    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).