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Disclosery

Financial Advocates Investment Management: VOO position timeline

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

Financial Advocates Investment Management held 1,296 VOO 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 1,296 shares
    Change vs previous 13F -4,004 shares

    0.45% of the 13F portfolio, value $793,693.

    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 5,300 shares
    Change vs previous 13F -4,359 shares

    0.25% of the 13F portfolio, value $3,010,502.

    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 9,659 shares
    Change vs previous 13F +257 shares

    0.35% of the 13F portfolio, value $4,963,706.

    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 9,402 shares
    Change vs previous 13F +442 shares

    0.29% of the 13F portfolio, value $5,065,854.

    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 8,960 shares
    Change vs previous 13F +3,469 shares

    0.27% of the 13F portfolio, value $4,699,073.

    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 5,491 shares
    Change vs previous 13F -926 shares

    0.17% of the 13F portfolio, value $2,746,106.

    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 6,417 shares
    Change vs previous 13F +103 shares

    0.17% of the 13F portfolio, value $2,878,850.

    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 6,314 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,571,511.

    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).