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Advocacy Wealth Management, LLC: CLOA position timeline

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

Advocacy Wealth Management, LLC held 1,099,924 CLOA 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 1,099,924 shares
    Change vs previous 13F +46,137 shares

    2.07% of the 13F portfolio, value $57,097,061.

    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 1,053,787 shares
    Change vs previous 13F +312,308 shares

    2.42% of the 13F portfolio, value $54,623,033.

    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 741,479 shares
    Change vs previous 13F +73,484 shares

    1.61% of the 13F portfolio, value $38,367,542.

    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 667,995 shares
    Change vs previous 13F +141,810 shares

    1.51% of the 13F portfolio, value $34,712,360.

    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 526,185 shares
    Change vs previous 13F +37,492 shares

    1.68% of the 13F portfolio, value $27,319,541.

    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).

  6. period ended2025-03-31
    13F 488,693 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $25,304,524.

    13F-HR 0001062993-25-008546 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).