Skip to content
Disclosery

Financial Advocates Investment Management: XLV position timeline

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

Financial Advocates Investment Management held 7,519 XLV 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 7,519 shares
    Change vs previous 13F -8,421 shares

    0.59% of the 13F portfolio, value $1,046,422.

    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 15,940 shares
    Change vs previous 13F -4,459 shares

    0.18% of the 13F portfolio, value $2,148,603.

    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 20,399 shares
    Change vs previous 13F -6,619 shares

    0.21% of the 13F portfolio, value $2,978,509.

    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 27,018 shares
    Change vs previous 13F -69,774 shares

    0.21% of the 13F portfolio, value $3,716,795.

    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 96,792 shares
    Change vs previous 13F +54,678 shares

    0.83% of the 13F portfolio, value $14,658,639.

    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 42,114 shares
    Change vs previous 13F -19,854 shares

    0.38% of the 13F portfolio, value $6,138,108.

    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 61,968 shares
    Change vs previous 13F +747 shares

    0.45% of the 13F portfolio, value $7,698,233.

    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 61,221 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $6,879,914.

    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).