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Manager record

Financial Advocates Investment Management

CIK 1730293 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$177.88MReported 13F valueQ3 2025 · as filed
104Holdings listed
-85.5%vs prior quartervalue change includes market moves
2Quarters on record
Nov 06Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2025Q2 2025: $1.2B$1.2BQ2 2025627 holdingsQ3 2025: $177.9M$177.9MQ3 2025104 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Nov 06 2025 13F-HR · period Q3 2025

$177.88M · 104 holdings listed · View original SEC filing ↗
Aug 12 2025 13F-HR · period Q2 2025

$1.23B · 627 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2025 · latest filing Nov 06, 2025 · Change methodology