Advocacy Wealth Management, LLC: EW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advocacy Wealth Management, LLC on EW, newest first. How the timeline and the estimate are built.
Advocacy Wealth Management, LLC held 174,962 EW shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 174,962 sharesChange vs previous 13F -3,199 shares
0.58% of the 13F portfolio, value $15,827,063.
13F-HR 0001569452-26-000003 filed by Advocacy Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 178,161 sharesChange vs previous 13F +44,755 shares
0.63% of the 13F portfolio, value $14,267,132.
13F-HR 0001569452-26-000002 filed by Advocacy Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 133,406 sharesChange vs previous 13F -2,184 shares
0.48% of the 13F portfolio, value $11,372,862.
13F-HR 0001062993-26-000789 filed by Advocacy Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 135,590 sharesChange vs previous 13F not available
0.46% of the 13F portfolio, value $10,544,834.
13F-HR 0001062993-25-016801 filed by Advocacy Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).