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Advocacy Wealth Management, LLC: IVE position timeline

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

Advocacy Wealth Management, LLC held 424,530 IVE 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 424,530 shares
    Change vs previous 13F -86,063 shares

    3.5% of the 13F portfolio, value $96,393,802.

    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 510,593 shares
    Change vs previous 13F -14,689 shares

    4.77% of the 13F portfolio, value $107,811,730.

    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 525,282 shares
    Change vs previous 13F +155,790 shares

    4.66% of the 13F portfolio, value $111,396,572.

    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 369,492 shares
    Change vs previous 13F +23,983 shares

    3.31% of the 13F portfolio, value $76,303,811.

    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 345,509 shares
    Change vs previous 13F +61,181 shares

    4.14% of the 13F portfolio, value $67,519,386.

    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 284,328 shares
    Change vs previous 13F +109,204 shares

    3.69% of the 13F portfolio, value $54,187,247.

    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 175,124 shares
    Change vs previous 13F +15,441 shares

    2.54% of the 13F portfolio, value $33,427,686.

    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 159,683 shares
    Change vs previous 13F not available

    2.47% of the 13F portfolio, value $31,484,714.

    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).