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Disclosery

Financial Advocates Investment Management: VYM position timeline

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

Financial Advocates Investment Management held 8,265 VYM 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 8,265 shares
    Change vs previous 13F -5,942 shares

    0.65% of the 13F portfolio, value $1,164,952.

    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 14,207 shares
    Change vs previous 13F -10,356 shares

    0.15% of the 13F portfolio, value $1,893,907.

    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 24,563 shares
    Change vs previous 13F +305 shares

    0.22% of the 13F portfolio, value $3,167,627.

    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 24,258 shares
    Change vs previous 13F -3,813 shares

    0.18% of the 13F portfolio, value $3,095,108.

    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 28,071 shares
    Change vs previous 13F -964 shares

    0.2% of the 13F portfolio, value $3,598,742.

    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 29,035 shares
    Change vs previous 13F -3,452 shares

    0.21% of the 13F portfolio, value $3,443,605.

    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 32,487 shares
    Change vs previous 13F -1,095 shares

    0.23% of the 13F portfolio, value $3,930,568.

    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 33,582 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $3,748,756.

    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).