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Disclosery

Financial Advocates Investment Management: SPMO position timeline

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

Financial Advocates Investment Management held 30,187 SPMO 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 30,187 shares
    Change vs previous 13F -4,759 shares

    2.05% of the 13F portfolio, value $3,654,447.

    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 34,946 shares
    Change vs previous 13F +493 shares

    0.32% of the 13F portfolio, value $3,930,428.

    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 34,453 shares
    Change vs previous 13F -5,550 shares

    0.22% of the 13F portfolio, value $3,187,922.

    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 40,003 shares
    Change vs previous 13F +5,523 shares

    0.22% of the 13F portfolio, value $3,800,654.

    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 34,480 shares
    Change vs previous 13F -2,878 shares

    0.17% of the 13F portfolio, value $2,981,942.

    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 37,358 shares
    Change vs previous 13F +5,646 shares

    0.2% of the 13F portfolio, value $3,267,323.

    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 31,712 shares
    Change vs previous 13F +12,485 shares

    0.15% of the 13F portfolio, value $2,543,936.

    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 19,227 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,259,264.

    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).