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Financial Advocates Investment Management: STIP position timeline

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

Financial Advocates Investment Management held 13,137 STIP 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 13,137 shares
    Change vs previous 13F -9,622 shares

    0.76% of the 13F portfolio, value $1,357,798.

    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 22,759 shares
    Change vs previous 13F -4,991 shares

    0.19% of the 13F portfolio, value $2,342,138.

    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 27,750 shares
    Change vs previous 13F +14,779 shares

    0.2% of the 13F portfolio, value $2,813,319.

    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 12,971 shares
    Change vs previous 13F -796 shares

    0.07% of the 13F portfolio, value $1,304,894.

    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 13,767 shares
    Change vs previous 13F -20 shares

    0.08% of the 13F portfolio, value $1,394,871.

    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 13,787 shares
    Change vs previous 13F +40 shares

    0.09% of the 13F portfolio, value $1,371,672.

    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 13,747 shares
    Change vs previous 13F -5,716 shares

    0.08% of the 13F portfolio, value $1,366,871.

    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 19,463 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,918,883.

    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).