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Advisory Advocates, LLC: USA position timeline

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

Advisory Advocates, LLC held 96,680 USA 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 96,680 shares
    Change vs previous 13F -3,848 shares

    0.48% of the 13F portfolio, value $561,711.

    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 100,528 shares
    Change vs previous 13F +3,000 shares

    0.57% of the 13F portfolio, value $557,930.

    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 97,528 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $612,476.

    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).