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Financial Advocates Investment Management: PSLV position timeline

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

Financial Advocates Investment Management held 105,499 PSLV 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 105,499 shares
    Change vs previous 13F +2,700 shares

    0.93% of the 13F portfolio, value $1,656,337.

    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 102,799 shares
    Change vs previous 13F +17,499 shares

    0.1% of the 13F portfolio, value $1,258,260.

    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 85,300 shares
    Change vs previous 13F +1,485 shares

    0.07% of the 13F portfolio, value $989,480.

    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 83,815 shares
    Change vs previous 13F +4,910 shares

    0.05% of the 13F portfolio, value $808,824.

    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 78,905 shares
    Change vs previous 13F +12,590 shares

    0.05% of the 13F portfolio, value $824,567.

    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 66,315 shares
    Change vs previous 13F +22,720 shares

    0.04% of the 13F portfolio, value $658,514.

    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 43,595 shares
    Change vs previous 13F -785 shares

    0.02% of the 13F portfolio, value $361,408.

    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 44,380 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $358,590.

    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).