Financial Advocates Investment Management: IWB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial Advocates Investment Management on IWB, newest first. How the timeline and the estimate are built.
Financial Advocates Investment Management held 0 IWB shares at 2024-12-31 per its 13F-HR filed 2025-01-27.
the latest 13F is the newest step
- period ended2024-12-3113F 0 sharesChange vs previous 13F -91,935 shares
13F-HR 0001730293-25-000001 filed by Financial Advocates Investment Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-09-3013F 91,935 sharesChange vs previous 13F +91,935 shares
0.27% of the 13F portfolio, value $4,717,503.
13F-HR 0001730293-24-000005 filed by Financial Advocates Investment Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 0 sharesChange vs previous 13F -8,416 shares
13F-HR 0001730293-24-000003 filed by Financial Advocates Investment Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-03-3113F 8,416 sharesChange vs previous 13F -42,291 shares
0.04% of the 13F portfolio, value $737,964.
13F-HR 0001730293-24-000002 filed by Financial Advocates Investment Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 50,707 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $1,637,213.
13F-HR 0001730293-24-000001 filed by Financial Advocates Investment Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).