Advisory Advocates, LLC: BTO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisory Advocates, LLC on BTO, newest first. How the timeline and the estimate are built.
Advisory Advocates, LLC held 30,800 BTO shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 30,800 sharesChange vs previous 13F +1,750 shares
1.04% of the 13F portfolio, value $1,214,136.
13F-HR 0002111697-26-000003 filed by Advisory Advocates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 29,050 sharesChange vs previous 13F +2,050 shares
1.06% of the 13F portfolio, value $1,042,024.
13F-HR 0002111697-26-000002 filed by Advisory Advocates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 27,000 sharesChange vs previous 13F not available
0.94% of the 13F portfolio, value $947,160.
13F-HR 0002111697-26-000001 filed by Advisory Advocates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).