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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

  1. period ended2025-09-30
    13F 14,009 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-06-30
    13F 10,204 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 10,731 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 10,582 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F 8,372 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-06-30
    13F 9,569 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-03-31
    13F 9,658 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-12-31
    13F 11,071 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).