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Disclosery

Financial Advocates Investment Management: IWY position timeline

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

Financial Advocates Investment Management held 1,394 IWY 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 1,394 shares
    Change vs previous 13F -622 shares

    0.21% of the 13F portfolio, value $381,399.

    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 2,016 shares
    Change vs previous 13F -979 shares

    0.04% of the 13F portfolio, value $496,889.

    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 2,995 shares
    Change vs previous 13F -63,571 shares

    0.04% of the 13F portfolio, value $631,616.

    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 66,566 shares
    Change vs previous 13F +64,803 shares

    0.4% of the 13F portfolio, value $6,966,043.

    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 1,763 shares
    Change vs previous 13F -739 shares

    0.02% of the 13F portfolio, value $341,590.

    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 2,502 shares
    Change vs previous 13F -6,138 shares

    0.03% of the 13F portfolio, value $536,909.

    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 8,640 shares
    Change vs previous 13F +7,477 shares

    0.1% of the 13F portfolio, value $1,800,762.

    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 1,163 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $203,717.

    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).