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Disclosery

Financial Advocates Investment Management: PBTP position timeline

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

Financial Advocates Investment Management held 0 PBTP 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 0 shares
    Change vs previous 13F -12,350 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 12,350 shares
    Change vs previous 13F -561 shares

    0.03% of the 13F portfolio, value $320,536.

    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 12,911 shares
    Change vs previous 13F -775 shares

    0.02% of the 13F portfolio, value $335,212.

    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 13,686 shares
    Change vs previous 13F -9,065 shares

    0.02% of the 13F portfolio, value $347,632.

    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 22,751 shares
    Change vs previous 13F -2,478 shares

    0.03% of the 13F portfolio, value $580,759.

    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 25,229 shares
    Change vs previous 13F -3,661 shares

    0.04% of the 13F portfolio, value $630,841.

    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 28,890 shares
    Change vs previous 13F +437 shares

    0.04% of the 13F portfolio, value $724,259.

    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 28,453 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $708,340.

    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).