Financial Advocates Investment Management: PRF position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial Advocates Investment Management on PRF, newest first. How the timeline and the estimate are built.
Financial Advocates Investment Management held 0 PRF 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 -13,326 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 13,326 sharesChange vs previous 13F -2,148 shares
0.05% of the 13F portfolio, value $563,294.
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 15,474 sharesChange vs previous 13F -35,106 shares
0.04% of the 13F portfolio, value $625,289.
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 50,580 sharesChange vs previous 13F +2,831 shares
0.12% of the 13F portfolio, value $2,040,417.
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 47,749 sharesChange vs previous 13F -431 shares
0.11% of the 13F portfolio, value $1,940,050.
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 48,180 sharesChange vs previous 13F -270 shares
0.11% of the 13F portfolio, value $1,828,420.
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 48,450 sharesChange vs previous 13F +27 shares
0.11% of the 13F portfolio, value $1,863,889.
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 48,423 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $1,704,505.
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).