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Disclosery

Financial Advocates Investment Management: IVE position timeline

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

Financial Advocates Investment Management held 10,181 IVE 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 10,181 shares
    Change vs previous 13F -49,173 shares

    1.18% of the 13F portfolio, value $2,102,452.

    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 59,354 shares
    Change vs previous 13F -896 shares

    0.95% of the 13F portfolio, value $11,599,043.

    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 60,250 shares
    Change vs previous 13F -16,944 shares

    0.81% of the 13F portfolio, value $11,482,470.

    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 77,194 shares
    Change vs previous 13F +12,056 shares

    0.86% of the 13F portfolio, value $15,079,780.

    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 65,138 shares
    Change vs previous 13F -5,019 shares

    0.73% of the 13F portfolio, value $12,819,112.

    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 70,157 shares
    Change vs previous 13F -8,232 shares

    0.79% of the 13F portfolio, value $12,769,380.

    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 78,389 shares
    Change vs previous 13F +1,274 shares

    0.83% of the 13F portfolio, value $14,386,192.

    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 77,115 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $13,409,507.

    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).