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Disclosery

Financial Advocates Investment Management: IWF position timeline

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

Financial Advocates Investment Management held 480 IWF 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 480 shares
    Change vs previous 13F -1,995 shares

    0.13% of the 13F portfolio, value $224,837.

    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 2,475 shares
    Change vs previous 13F -995 shares

    0.09% of the 13F portfolio, value $1,050,928.

    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 3,470 shares
    Change vs previous 13F -4,911 shares

    0.09% of the 13F portfolio, value $1,253,002.

    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 8,381 shares
    Change vs previous 13F +605 shares

    0.19% of the 13F portfolio, value $3,365,737.

    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 7,776 shares
    Change vs previous 13F -483 shares

    0.16% of the 13F portfolio, value $2,882,531.

    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 8,259 shares
    Change vs previous 13F -758 shares

    0.19% of the 13F portfolio, value $3,010,643.

    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 9,017 shares
    Change vs previous 13F -8,897 shares

    0.16% of the 13F portfolio, value $2,695,610.

    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 17,914 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $3,147,078.

    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).