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Disclosery

Financial Advocates Investment Management: IUSB position timeline

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

Financial Advocates Investment Management held 101,424 IUSB 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 101,424 shares
    Change vs previous 13F -26,392 shares

    2.66% of the 13F portfolio, value $4,737,501.

    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 127,816 shares
    Change vs previous 13F +85,759 shares

    0.48% of the 13F portfolio, value $5,908,925.

    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 42,057 shares
    Change vs previous 13F -106,148 shares

    0.19% of the 13F portfolio, value $2,710,817.

    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 148,205 shares
    Change vs previous 13F +107,609 shares

    0.38% of the 13F portfolio, value $6,698,848.

    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 40,596 shares
    Change vs previous 13F -95,163 shares

    0.11% of the 13F portfolio, value $2,028,197.

    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 135,759 shares
    Change vs previous 13F +82,397 shares

    0.38% of the 13F portfolio, value $6,139,020.

    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 53,362 shares
    Change vs previous 13F -25,835 shares

    0.14% of the 13F portfolio, value $2,430,663.

    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 79,197 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $12,026,404.

    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).