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Disclosery

Financial Advocates Investment Management: IEF position timeline

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

Financial Advocates Investment Management held 24,395 IEF 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 24,395 shares
    Change vs previous 13F -23,639 shares

    1.32% of the 13F portfolio, value $2,353,144.

    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 48,034 shares
    Change vs previous 13F -33,801 shares

    0.38% of the 13F portfolio, value $4,699,006.

    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 81,835 shares
    Change vs previous 13F +68,744 shares

    0.54% of the 13F portfolio, value $7,701,566.

    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 13,091 shares
    Change vs previous 13F +3,086 shares

    0.07% of the 13F portfolio, value $1,210,297.

    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 10,005 shares
    Change vs previous 13F -3,622 shares

    0.07% of the 13F portfolio, value $1,156,632.

    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 13,627 shares
    Change vs previous 13F +4,613 shares

    0.08% of the 13F portfolio, value $1,316,056.

    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 9,014 shares
    Change vs previous 13F -67,386 shares

    0.05% of the 13F portfolio, value $853,062.

    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 76,400 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $3,663,911.

    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).