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Disclosery

Financial Advocates Investment Management: XLP position timeline

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

Financial Advocates Investment Management held 5,357 XLP 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 5,357 shares
    Change vs previous 13F -3,178 shares

    0.24% of the 13F portfolio, value $419,787.

    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 8,535 shares
    Change vs previous 13F -13,674 shares

    0.06% of the 13F portfolio, value $691,071.

    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 22,209 shares
    Change vs previous 13F -10,991 shares

    0.13% of the 13F portfolio, value $1,813,818.

    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 33,200 shares
    Change vs previous 13F -21,951 shares

    0.15% of the 13F portfolio, value $2,609,816.

    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 55,151 shares
    Change vs previous 13F +19,005 shares

    0.27% of the 13F portfolio, value $4,723,064.

    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 36,146 shares
    Change vs previous 13F +1,384 shares

    0.17% of the 13F portfolio, value $2,768,077.

    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 34,762 shares
    Change vs previous 13F -219 shares

    0.15% of the 13F portfolio, value $2,654,465.

    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 34,981 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,519,677.

    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).