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Disclosery

Financial Advocates Investment Management: SPDV position timeline

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

Financial Advocates Investment Management held 79,724 SPDV 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 79,724 shares
    Change vs previous 13F -1,050 shares

    1.56% of the 13F portfolio, value $2,769,188.

    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 80,774 shares
    Change vs previous 13F -11,836 shares

    0.21% of the 13F portfolio, value $2,620,308.

    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 92,610 shares
    Change vs previous 13F -514 shares

    0.21% of the 13F portfolio, value $3,012,617.

    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 93,124 shares
    Change vs previous 13F -7,663 shares

    0.17% of the 13F portfolio, value $3,028,437.

    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 100,787 shares
    Change vs previous 13F -5,354 shares

    0.19% of the 13F portfolio, value $3,381,646.

    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 106,141 shares
    Change vs previous 13F +186 shares

    0.2% of the 13F portfolio, value $3,191,784.

    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 105,955 shares
    Change vs previous 13F -9,602 shares

    0.19% of the 13F portfolio, value $3,327,539.

    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 115,557 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $3,407,592.

    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).