Skip to content
Disclosery

Financial Advocates Investment Management: OEF position timeline

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

Financial Advocates Investment Management held 6,106 OEF 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 6,106 shares
    Change vs previous 13F +414 shares

    1.14% of the 13F portfolio, value $2,032,205.

    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 5,692 shares
    Change vs previous 13F -3,051 shares

    0.14% of the 13F portfolio, value $1,732,218.

    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 8,743 shares
    Change vs previous 13F +5,252 shares

    0.17% of the 13F portfolio, value $2,367,958.

    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 3,491 shares
    Change vs previous 13F -1,527 shares

    0.06% of the 13F portfolio, value $1,008,235.

    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 5,018 shares
    Change vs previous 13F +1,623 shares

    0.04% of the 13F portfolio, value $727,056.

    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 3,395 shares
    Change vs previous 13F -23,859 shares

    0.06% of the 13F portfolio, value $897,279.

    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 27,254 shares
    Change vs previous 13F -1,471 shares

    0.19% of the 13F portfolio, value $3,210,647.

    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 28,725 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $3,230,959.

    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).