Financial Advocates Investment Management: SSD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial Advocates Investment Management on SSD, newest first. How the timeline and the estimate are built.
Financial Advocates Investment Management held 0 SSD shares at 2025-06-30 per its 13F-HR filed 2025-08-12.
the latest 13F is the newest step
- period ended2025-06-3013F 0 sharesChange vs previous 13F -2,450 shares
13F-HR 0001730293-25-000006 filed by Financial Advocates Investment Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-03-3113F 2,450 sharesChange vs previous 13F +31 shares
0.03% of the 13F portfolio, value $384,785.
13F-HR 0001730293-25-000003 filed by Financial Advocates Investment Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,419 sharesChange vs previous 13F +2,419 shares
0.02% of the 13F portfolio, value $401,144.
13F-HR 0001730293-25-000001 filed by Financial Advocates Investment Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 0 sharesChange vs previous 13F -1,601 shares
13F-HR 0001730293-24-000003 filed by Financial Advocates Investment Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-03-3113F 1,601 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $328,527.
13F-HR 0001730293-24-000002 filed by Financial Advocates Investment Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 1,601 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $316,890.
13F-HR 0001730293-24-000001 filed by Financial Advocates Investment Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).