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Disclosery

Financial Advocates Investment Management: IYW position timeline

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

Financial Advocates Investment Management held 4,084 IYW 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 4,084 shares
    Change vs previous 13F -6,699 shares

    0.45% of the 13F portfolio, value $799,819.

    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 10,783 shares
    Change vs previous 13F +3,305 shares

    0.15% of the 13F portfolio, value $1,868,304.

    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 7,478 shares
    Change vs previous 13F -4,566 shares

    0.06% of the 13F portfolio, value $841,195.

    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 12,044 shares
    Change vs previous 13F -23,608 shares

    0.11% of the 13F portfolio, value $1,921,142.

    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 35,652 shares
    Change vs previous 13F +23,469 shares

    0.13% of the 13F portfolio, value $2,378,000.

    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 12,183 shares
    Change vs previous 13F +8,657 shares

    0.11% of the 13F portfolio, value $1,833,479.

    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 3,526 shares
    Change vs previous 13F +108 shares

    0.03% of the 13F portfolio, value $465,948.

    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 3,418 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $410,524.

    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).