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Disclosery

Financial Advocates Investment Management: TLT position timeline

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

Financial Advocates Investment Management held 10,091 TLT 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 10,091 shares
    Change vs previous 13F -36,321 shares

    0.51% of the 13F portfolio, value $901,833.

    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 46,412 shares
    Change vs previous 13F +2,958 shares

    0.33% of the 13F portfolio, value $4,095,855.

    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 43,454 shares
    Change vs previous 13F +2,180 shares

    0.28% of the 13F portfolio, value $3,955,624.

    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 41,274 shares
    Change vs previous 13F +21,651 shares

    0.21% of the 13F portfolio, value $3,604,505.

    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 19,623 shares
    Change vs previous 13F -36,902 shares

    0.12% of the 13F portfolio, value $2,034,310.

    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 56,525 shares
    Change vs previous 13F +26,725 shares

    0.32% of the 13F portfolio, value $5,187,871.

    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 29,800 shares
    Change vs previous 13F -3,390 shares

    0.19% of the 13F portfolio, value $3,262,140.

    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 33,190 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $3,382,102.

    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).