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Disclosery

Financial Advocates Investment Management: IVV position timeline

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

Financial Advocates Investment Management held 8,485 IVV 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 8,485 shares
    Change vs previous 13F -14,594 shares

    3.19% of the 13F portfolio, value $5,679,113.

    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 23,079 shares
    Change vs previous 13F -581 shares

    1.17% of the 13F portfolio, value $14,329,428.

    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 23,660 shares
    Change vs previous 13F -1,795 shares

    0.93% of the 13F portfolio, value $13,294,710.

    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 25,455 shares
    Change vs previous 13F +6,819 shares

    0.85% of the 13F portfolio, value $14,984,921.

    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 18,636 shares
    Change vs previous 13F -2,079 shares

    0.46% of the 13F portfolio, value $8,192,920.

    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 20,715 shares
    Change vs previous 13F +4,748 shares

    0.49% of the 13F portfolio, value $7,869,650.

    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 15,967 shares
    Change vs previous 13F -1,044 shares

    0.46% of the 13F portfolio, value $7,989,209.

    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 17,011 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $7,734,798.

    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).