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Disclosery

Financial Advocates Investment Management: SPTI position timeline

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

Financial Advocates Investment Management held 0 SPTI 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 0 shares
    Change vs previous 13F -146,384 shares

    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).

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

  2. period ended2025-06-30
    13F 146,384 shares
    Change vs previous 13F +9,396 shares

    0.34% of the 13F portfolio, value $4,211,474.

    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 136,988 shares
    Change vs previous 13F -5,869 shares

    0.28% of the 13F portfolio, value $3,915,139.

    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 142,857 shares
    Change vs previous 13F +14,530 shares

    0.23% of the 13F portfolio, value $3,982,852.

    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 128,327 shares
    Change vs previous 13F +4,742 shares

    0.21% of the 13F portfolio, value $3,729,876.

    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 123,585 shares
    Change vs previous 13F +7,136 shares

    0.22% of the 13F portfolio, value $3,462,853.

    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 116,449 shares
    Change vs previous 13F +16,320 shares

    0.19% of the 13F portfolio, value $3,279,272.

    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 100,129 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,861,895.

    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).