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Disclosery

Financial Advocates Investment Management: VPU position timeline

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

Financial Advocates Investment Management held 16,395 VPU 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 16,395 shares
    Change vs previous 13F -1,325 shares

    1.75% of the 13F portfolio, value $3,105,384.

    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 17,720 shares
    Change vs previous 13F -1,102 shares

    0.26% of the 13F portfolio, value $3,127,764.

    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 18,822 shares
    Change vs previous 13F -363 shares

    0.23% of the 13F portfolio, value $3,215,076.

    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 19,185 shares
    Change vs previous 13F -2,711 shares

    0.18% of the 13F portfolio, value $3,135,215.

    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 21,896 shares
    Change vs previous 13F +2,745 shares

    0.22% of the 13F portfolio, value $3,811,084.

    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 19,151 shares
    Change vs previous 13F +830 shares

    0.18% of the 13F portfolio, value $2,832,881.

    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 18,321 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,612,272.

    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).