Financial Advocates Investment Management: PPA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial Advocates Investment Management on PPA, newest first. How the timeline and the estimate are built.
Financial Advocates Investment Management held 0 PPA 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 -9,700 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 9,700 sharesChange vs previous 13F -1,147 shares
0.11% of the 13F portfolio, value $1,374,445.
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 10,847 sharesChange vs previous 13F +118 shares
0.09% of the 13F portfolio, value $1,264,186.
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 10,729 sharesChange vs previous 13F -11,844 shares
0.07% of the 13F portfolio, value $1,230,973.
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 22,573 sharesChange vs previous 13F +6,277 shares
0.13% of the 13F portfolio, value $2,212,638.
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 16,296 sharesChange vs previous 13F -2,296 shares
0.1% of the 13F portfolio, value $1,673,873.
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 18,592 sharesChange vs previous 13F -288 shares
0.1% of the 13F portfolio, value $1,773,409.
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 18,880 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $1,608,872.
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).