Skip to content
Disclosery

Financial Advocates Investment Management: IVW position timeline

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

Financial Advocates Investment Management held 24,989 IVW 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 24,989 shares
    Change vs previous 13F -135,930 shares

    1.7% of the 13F portfolio, value $3,016,672.

    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 160,919 shares
    Change vs previous 13F -53,911 shares

    1.45% of the 13F portfolio, value $17,717,148.

    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 214,830 shares
    Change vs previous 13F +45,505 shares

    1.4% of the 13F portfolio, value $19,942,707.

    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 169,325 shares
    Change vs previous 13F -20,302 shares

    0.98% of the 13F portfolio, value $17,188,125.

    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 189,627 shares
    Change vs previous 13F -50,220 shares

    0.95% of the 13F portfolio, value $16,717,152.

    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 239,847 shares
    Change vs previous 13F +56,205 shares

    1.38% of the 13F portfolio, value $22,195,393.

    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 183,642 shares
    Change vs previous 13F -133 shares

    0.91% of the 13F portfolio, value $15,615,631.

    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 183,775 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $13,894,108.

    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).