Financial Advocates Investment Management: VNQ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial Advocates Investment Management on VNQ, newest first. How the timeline and the estimate are built.
Financial Advocates Investment Management held 14,009 VNQ shares at 2025-09-30 per its 13F-HR filed 2025-11-06.
the latest 13F is the newest step
- period ended2025-09-3013F 14,009 sharesChange vs previous 13F +3,805 shares
0.72% of the 13F portfolio, value $1,280,634.
13F-HR 0001730293-25-000007 filed by Financial Advocates Investment Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 10,204 sharesChange vs previous 13F -527 shares
0.07% of the 13F portfolio, value $908,764.
13F-HR 0001730293-25-000006 filed by Financial Advocates Investment Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 10,731 sharesChange vs previous 13F +149 shares
0.07% of the 13F portfolio, value $971,564.
13F-HR 0001730293-25-000003 filed by Financial Advocates Investment Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 10,582 sharesChange vs previous 13F +2,210 shares
0.05% of the 13F portfolio, value $942,652.
13F-HR 0001730293-25-000001 filed by Financial Advocates Investment Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 8,372 sharesChange vs previous 13F -1,197 shares
0.06% of the 13F portfolio, value $981,447.
13F-HR 0001730293-24-000005 filed by Financial Advocates Investment Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 9,569 sharesChange vs previous 13F -89 shares
0.05% of the 13F portfolio, value $801,455.
13F-HR 0001730293-24-000003 filed by Financial Advocates Investment Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 9,658 sharesChange vs previous 13F -1,413 shares
0.05% of the 13F portfolio, value $936,656.
13F-HR 0001730293-24-000002 filed by Financial Advocates Investment Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 11,071 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $978,239.
13F-HR 0001730293-24-000001 filed by Financial Advocates Investment Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).