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Disclosery

Financial Advocates Investment Management: VB position timeline

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

Financial Advocates Investment Management held 4,100 VB 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 4,100 shares
    Change vs previous 13F -14,261 shares

    0.59% of the 13F portfolio, value $1,042,546.

    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 18,361 shares
    Change vs previous 13F +4,967 shares

    0.36% of the 13F portfolio, value $4,351,179.

    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 13,394 shares
    Change vs previous 13F -1,034 shares

    0.21% of the 13F portfolio, value $2,970,050.

    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 14,428 shares
    Change vs previous 13F +3,246 shares

    0.2% of the 13F portfolio, value $3,466,789.

    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 11,182 shares
    Change vs previous 13F -47 shares

    0.15% of the 13F portfolio, value $2,652,574.

    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 11,229 shares
    Change vs previous 13F -154 shares

    0.15% of the 13F portfolio, value $2,448,455.

    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 11,383 shares
    Change vs previous 13F -162 shares

    0.15% of the 13F portfolio, value $2,602,141.

    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 11,545 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,462,816.

    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).