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Disclosery

Financial Advocates Investment Management: USMV position timeline

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

Financial Advocates Investment Management held 21,568 USMV 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 21,568 shares
    Change vs previous 13F -13,112 shares

    1.25% of the 13F portfolio, value $2,219,944.

    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 34,680 shares
    Change vs previous 13F -14,870 shares

    0.27% of the 13F portfolio, value $3,255,443.

    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 49,550 shares
    Change vs previous 13F -19,344 shares

    0.32% of the 13F portfolio, value $4,596,712.

    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 68,894 shares
    Change vs previous 13F -18,415 shares

    0.35% of the 13F portfolio, value $6,159,730.

    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 87,309 shares
    Change vs previous 13F +26,322 shares

    0.45% of the 13F portfolio, value $7,974,479.

    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 60,987 shares
    Change vs previous 13F -39,498 shares

    0.32% of the 13F portfolio, value $5,082,024.

    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 100,485 shares
    Change vs previous 13F +574 shares

    0.51% of the 13F portfolio, value $8,809,561.

    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 99,911 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $8,577,503.

    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).