Skip to content
Disclosery

Financial Advocates Investment Management: VIG position timeline

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

Financial Advocates Investment Management held 2,350 VIG 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 2,350 shares
    Change vs previous 13F -2,692 shares

    0.29% of the 13F portfolio, value $507,191.

    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 5,042 shares
    Change vs previous 13F -32,717 shares

    0.08% of the 13F portfolio, value $1,031,875.

    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 37,759 shares
    Change vs previous 13F -15,375 shares

    0.51% of the 13F portfolio, value $7,324,784.

    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 53,134 shares
    Change vs previous 13F +10,706 shares

    0.59% of the 13F portfolio, value $10,405,295.

    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 42,428 shares
    Change vs previous 13F +5,196 shares

    0.48% of the 13F portfolio, value $8,403,390.

    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 37,232 shares
    Change vs previous 13F -326 shares

    0.42% of the 13F portfolio, value $6,796,569.

    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 37,558 shares
    Change vs previous 13F +398 shares

    0.4% of the 13F portfolio, value $6,858,406.

    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 37,160 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $6,331,997.

    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).