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Financial Advocates Investment Management: IQDG position timeline

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

Financial Advocates Investment Management held 7,256 IQDG 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 7,256 shares
    Change vs previous 13F -208,365 shares

    0.16% of the 13F portfolio, value $289,363.

    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 215,621 shares
    Change vs previous 13F +80,995 shares

    0.7% of the 13F portfolio, value $8,547,212.

    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 134,626 shares
    Change vs previous 13F +3,152 shares

    0.34% of the 13F portfolio, value $4,803,436.

    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 131,474 shares
    Change vs previous 13F +3,731 shares

    0.26% of the 13F portfolio, value $4,497,716.

    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 127,743 shares
    Change vs previous 13F +3,692 shares

    0.28% of the 13F portfolio, value $5,006,570.

    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 124,051 shares
    Change vs previous 13F +6,199 shares

    0.29% of the 13F portfolio, value $4,601,024.

    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 117,852 shares
    Change vs previous 13F +7,987 shares

    0.26% of the 13F portfolio, value $4,485,445.

    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 109,865 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $4,009,791.

    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).