Current Market Value 1,227,596,158
Current Holdings 627
Most Recent File Date 2025-08-12
Total Filings on Record 34
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Financial Advocates Investment Management . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-12 2025-06-30 13F-HR 627 1,227,596
2025-04-28 2025-03-31 13F-HR 722 1,426,558
2025-01-27 2024-12-31 13F-HR 752 1,757,095
2024-10-25 2024-09-30 13F-HR 768 1,769,559
2024-07-29 2024-06-30 13F-HR 741 1,612,395
2024-05-01 2024-03-31 13F-HR 773 1,727,288
2024-02-08 2023-12-31 13F-HR 732 1,529,437
2023-10-27 2023-09-30 13F-HR 696 1,389,067
2023-08-07 2023-06-30 13F-HR 694 1,401,713
2023-05-11 2023-03-31 13F-HR 744 1,391,358
2023-02-15 2022-12-31 13F-HR 753 1,341,590
2022-11-14 2022-09-30 13F-HR 748 1,211,905
2022-08-12 2022-06-30 13F-HR 684 1,231,856
2022-05-11 2022-03-31 13F-HR 728 1,517,658
2022-02-14 2021-12-31 13F-HR 765 1,587,572
2021-11-04 2021-09-30 13F-HR 739 1,480,616
2021-08-03 2021-06-30 13F-HR 732 1,496,897
2021-05-10 2021-03-31 13F-HR 746 1,410,592
2021-02-12 2020-12-31 13F-HR 714 1,462,527
2020-11-04 2020-09-30 13F-HR 626 1,171,665
2020-08-14 2020-06-30 13F-HR 607 1,055,123
2020-04-29 2020-03-31 13F-HR 477 700,918
2020-02-13 2019-12-31 13F-HR 510 939,161
2019-11-12 2019-09-30 13F-HR 482 875,676
2019-08-08 2019-06-30 13F-HR 467 862,592
2019-05-16 2019-03-31 13F-HR 457 804,023
2019-05-09 2018-12-31 13F-HR/A 2 R 420 732,699
2019-03-04 2018-12-31 13F-HR/A 1 R 253 397,847
2019-02-14 2018-12-31 13F-HR 1826 336,091,992
2019-07-11 2018-09-30 13F-HR/A 1 R 501 895,594
2018-11-13 2018-09-30 13F-HR 2003 865,433
2018-08-08 2018-06-30 13F-HR 486 825,514
2018-05-11 2018-03-31 13F-HR 483 768,958
2018-02-15 2017-12-31 13F-HR 499 732,698