Skip to content
Disclosery

Financial Advocates Investment Management: ITA position timeline

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

Financial Advocates Investment Management held 19,979 ITA 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 19,979 shares
    Change vs previous 13F -375 shares

    2.35% of the 13F portfolio, value $4,180,814.

    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 20,354 shares
    Change vs previous 13F +332 shares

    0.31% of the 13F portfolio, value $3,839,587.

    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 20,022 shares
    Change vs previous 13F -1,508 shares

    0.22% of the 13F portfolio, value $3,065,386.

    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 21,530 shares
    Change vs previous 13F +6,191 shares

    0.18% of the 13F portfolio, value $3,129,322.

    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 15,339 shares
    Change vs previous 13F -1,094 shares

    0.13% of the 13F portfolio, value $2,295,366.

    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 16,433 shares
    Change vs previous 13F -807 shares

    0.13% of the 13F portfolio, value $2,169,929.

    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 17,240 shares
    Change vs previous 13F +84 shares

    0.13% of the 13F portfolio, value $2,261,173.

    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 17,156 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,242,092.

    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).