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Disclosery

Advisory Advocates, LLC: PTY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisory Advocates, LLC on PTY, newest first. How the timeline and the estimate are built.

Advisory Advocates, LLC held 55,446 PTY shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,446 shares
    Change vs previous 13F +1,506 shares

    0.57% of the 13F portfolio, value $667,016.

    13F-HR 0002111697-26-000003 filed by Advisory Advocates, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 53,940 shares
    Change vs previous 13F +42,399 shares

    0.66% of the 13F portfolio, value $650,516.

    13F-HR 0002111697-26-000002 filed by Advisory Advocates, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 11,541 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $148,877.

    13F-HR 0002111697-26-000001 filed by Advisory Advocates, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).