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Advocacy Wealth Management, LLC: BAI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advocacy Wealth Management, LLC on BAI, newest first. How the timeline and the estimate are built.

Advocacy Wealth Management, LLC held 1,384,319 BAI shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,384,319 shares
    Change vs previous 13F -263,133 shares

    2.65% of the 13F portfolio, value $72,981,319.

    13F-HR 0001569452-26-000003 filed by Advocacy Wealth Management, 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 1,647,452 shares
    Change vs previous 13F +99,112 shares

    2.4% of the 13F portfolio, value $54,283,557.

    13F-HR 0001569452-26-000002 filed by Advocacy Wealth Management, 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 1,548,340 shares
    Change vs previous 13F +128,759 shares

    2.16% of the 13F portfolio, value $51,559,736.

    13F-HR 0001062993-26-000789 filed by Advocacy Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 1,419,581 shares
    Change vs previous 13F +721,964 shares

    2.1% of the 13F portfolio, value $48,492,887.

    13F-HR 0001062993-25-016801 filed by Advocacy Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 697,617 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $20,126,251.

    13F-HR 0001062993-25-014266 filed by Advocacy Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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