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Financial Advocates Investment Management: QQQ position timeline

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

Financial Advocates Investment Management held 1,102 QQQ 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 1,102 shares
    Change vs previous 13F -14,210 shares

    0.37% of the 13F portfolio, value $661,889.

    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 15,312 shares
    Change vs previous 13F -13,485 shares

    0.69% of the 13F portfolio, value $8,447,061.

    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 28,797 shares
    Change vs previous 13F -6,833 shares

    0.95% of the 13F portfolio, value $13,503,503.

    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 35,630 shares
    Change vs previous 13F +3,210 shares

    1.04% of the 13F portfolio, value $18,215,017.

    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 32,420 shares
    Change vs previous 13F -2,858 shares

    0.9% of the 13F portfolio, value $15,823,148.

    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 35,278 shares
    Change vs previous 13F +1,685 shares

    1.05% of the 13F portfolio, value $16,901,662.

    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 33,593 shares
    Change vs previous 13F +3,601 shares

    0.87% of the 13F portfolio, value $14,915,730.

    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 29,992 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $12,282,354.

    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).