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Advocacy Wealth Management, LLC: IEFA position timeline

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

Advocacy Wealth Management, LLC held 97,468 IEFA 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 97,468 shares
    Change vs previous 13F +4,362 shares

    0.34% of the 13F portfolio, value $9,413,459.

    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 93,106 shares
    Change vs previous 13F +808 shares

    0.37% of the 13F portfolio, value $8,428,886.

    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 92,298 shares
    Change vs previous 13F -527 shares

    0.35% of the 13F portfolio, value $8,256,979.

    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 92,825 shares
    Change vs previous 13F +19,945 shares

    0.35% of the 13F portfolio, value $8,104,551.

    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 72,880 shares
    Change vs previous 13F -5,028 shares

    0.37% of the 13F portfolio, value $6,084,022.

    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 77,908 shares
    Change vs previous 13F +61,947 shares

    0.4% of the 13F portfolio, value $5,893,740.

    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 15,961 shares
    Change vs previous 13F +9,902 shares

    0.09% of the 13F portfolio, value $1,121,739.

    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 6,059 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $472,905.

    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).