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Advocacy Wealth Management, LLC: EFG position timeline

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

Advocacy Wealth Management, LLC held 7,909 EFG 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 7,909 shares
    Change vs previous 13F -692 shares

    0.04% of the 13F portfolio, value $984,038.

    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 8,601 shares
    Change vs previous 13F -1,206 shares

    0.04% of the 13F portfolio, value $957,893.

    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 9,807 shares
    Change vs previous 13F -1,223 shares

    0.05% of the 13F portfolio, value $1,117,213.

    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 11,030 shares
    Change vs previous 13F -287,131 shares

    0.05% of the 13F portfolio, value $1,256,096.

    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 298,161 shares
    Change vs previous 13F -4,321 shares

    2.05% of the 13F portfolio, value $33,394,032.

    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 302,482 shares
    Change vs previous 13F -155,983 shares

    2.06% of the 13F portfolio, value $30,248,200.

    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).

  7. period ended2024-12-31
    13F 458,465 shares
    Change vs previous 13F +159,701 shares

    3.38% of the 13F portfolio, value $44,393,166.

    13F-HR 0001062993-25-002392 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).

  8. period ended2024-09-30
    13F 298,764 shares
    Change vs previous 13F not available

    2.52% of the 13F portfolio, value $32,161,945.

    13F-HR 0001062993-24-018167 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).