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Financial Advocates Investment Management: QUAL position timeline

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

Financial Advocates Investment Management held 12,028 QUAL 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 12,028 shares
    Change vs previous 13F -100,274 shares

    1.32% of the 13F portfolio, value $2,339,493.

    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 112,302 shares
    Change vs previous 13F +14,679 shares

    1.68% of the 13F portfolio, value $20,531,041.

    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 97,623 shares
    Change vs previous 13F +4,162 shares

    1.17% of the 13F portfolio, value $16,682,831.

    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 93,461 shares
    Change vs previous 13F -2,275 shares

    0.95% of the 13F portfolio, value $16,643,587.

    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 95,736 shares
    Change vs previous 13F +12,035 shares

    0.9% of the 13F portfolio, value $15,872,015.

    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 83,701 shares
    Change vs previous 13F +10,190 shares

    0.89% of the 13F portfolio, value $14,292,849.

    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 73,511 shares
    Change vs previous 13F +4,333 shares

    0.68% of the 13F portfolio, value $11,746,279.

    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 69,178 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $9,974,305.

    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).