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Disclosery

Financial Advocates Investment Management: V position timeline

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

Financial Advocates Investment Management held 1,431 V 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 1,431 shares
    Change vs previous 13F -13,676 shares

    0.27% of the 13F portfolio, value $488,721.

    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 15,107 shares
    Change vs previous 13F +7,817 shares

    0.44% of the 13F portfolio, value $5,363,832.

    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 7,290 shares
    Change vs previous 13F -14,715 shares

    0.18% of the 13F portfolio, value $2,554,955.

    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 22,005 shares
    Change vs previous 13F -4,060 shares

    0.4% of the 13F portfolio, value $6,954,401.

    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 26,065 shares
    Change vs previous 13F +241 shares

    0.41% of the 13F portfolio, value $7,166,385.

    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 25,824 shares
    Change vs previous 13F +1,907 shares

    0.42% of the 13F portfolio, value $6,778,038.

    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 23,917 shares
    Change vs previous 13F +315 shares

    0.39% of the 13F portfolio, value $6,674,866.

    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 23,602 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $6,144,728.

    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).