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Disclosery

Financial Advocates Investment Management: PTIN position timeline

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

Financial Advocates Investment Management held 0 PTIN shares at 2024-09-30 per its 13F-HR filed 2024-10-25.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F -13,112 shares

    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).

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

  2. period ended2024-06-30
    13F 13,112 shares
    Change vs previous 13F +142 shares

    0.02% of the 13F portfolio, value $379,200.

    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).

  3. period ended2024-03-31
    13F 12,970 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $377,038.

    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).