Skip to content
Disclosery

Financial Advocates Investment Management: SPY position timeline

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

Financial Advocates Investment Management held 5,931 SPY 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 5,931 shares
    Change vs previous 13F -63,227 shares

    2.22% of the 13F portfolio, value $3,951,345.

    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 69,158 shares
    Change vs previous 13F -5,831 shares

    3.49% of the 13F portfolio, value $42,729,415.

    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 74,989 shares
    Change vs previous 13F -16,384 shares

    2.95% of the 13F portfolio, value $41,947,993.

    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 91,373 shares
    Change vs previous 13F +5 shares

    3.05% of the 13F portfolio, value $53,551,776.

    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 91,368 shares
    Change vs previous 13F -8,128 shares

    2.97% of the 13F portfolio, value $52,422,742.

    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 99,496 shares
    Change vs previous 13F -36,400 shares

    3.37% of the 13F portfolio, value $54,147,675.

    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 135,896 shares
    Change vs previous 13F +40,943 shares

    4.12% of the 13F portfolio, value $71,083,003.

    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 94,953 shares
    Change vs previous 13F not available

    2.95% of the 13F portfolio, value $45,132,123.

    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).