Financial Advocates Investment Management: PCM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial Advocates Investment Management on PCM, newest first. How the timeline and the estimate are built.
Financial Advocates Investment Management held 0 PCM shares at 2025-09-30 per its 13F-HR filed 2025-11-06.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -69,242 shares
13F-HR 0001730293-25-000007 filed by Financial Advocates Investment Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 69,242 sharesChange vs previous 13F -150,486 shares
0.04% of the 13F portfolio, value $438,300.
13F-HR 0001730293-25-000006 filed by Financial Advocates Investment Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 219,728 sharesChange vs previous 13F +3,908 shares
0.1% of the 13F portfolio, value $1,419,439.
13F-HR 0001730293-25-000003 filed by Financial Advocates Investment Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 215,820 sharesChange vs previous 13F +20,950 shares
0.09% of the 13F portfolio, value $1,661,810.
13F-HR 0001730293-25-000001 filed by Financial Advocates Investment Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 194,870 sharesChange vs previous 13F +13,973 shares
0.09% of the 13F portfolio, value $1,557,017.
13F-HR 0001730293-24-000005 filed by Financial Advocates Investment Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 180,897 sharesChange vs previous 13F +5,972 shares
0.08% of the 13F portfolio, value $1,342,258.
13F-HR 0001730293-24-000003 filed by Financial Advocates Investment Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 174,925 sharesChange vs previous 13F +22,372 shares
0.08% of the 13F portfolio, value $1,446,630.
13F-HR 0001730293-24-000002 filed by Financial Advocates Investment Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 152,553 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $1,214,312.
13F-HR 0001730293-24-000001 filed by Financial Advocates Investment Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).