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Financial Advocates Investment Management: IGSB position timeline

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

Financial Advocates Investment Management held 51,395 IGSB 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 51,395 shares
    Change vs previous 13F -6,495 shares

    1.53% of the 13F portfolio, value $2,725,482.

    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 57,890 shares
    Change vs previous 13F -284,920 shares

    0.25% of the 13F portfolio, value $3,054,285.

    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 342,810 shares
    Change vs previous 13F +50,105 shares

    1.26% of the 13F portfolio, value $17,953,013.

    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 292,705 shares
    Change vs previous 13F +198,030 shares

    0.86% of the 13F portfolio, value $15,132,857.

    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 94,675 shares
    Change vs previous 13F +3,912 shares

    0.28% of the 13F portfolio, value $4,985,572.

    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 90,763 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $4,650,702.

    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).