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Advocacy Wealth Management, LLC: IVV position timeline

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

Advocacy Wealth Management, LLC held 1,938 IVV 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 1,938 shares
    Change vs previous 13F +116 shares

    0.05% of the 13F portfolio, value $1,451,349.

    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 1,822 shares
    Change vs previous 13F +21 shares

    0.05% of the 13F portfolio, value $1,190,149.

    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 1,801 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $1,233,577.

    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 1,801 shares
    Change vs previous 13F -1 shares

    0.05% of the 13F portfolio, value $1,205,409.

    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 1,802 shares
    Change vs previous 13F -60 shares

    0.07% of the 13F portfolio, value $1,118,862.

    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 1,862 shares
    Change vs previous 13F -26 shares

    0.07% of the 13F portfolio, value $1,046,258.

    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 1,888 shares
    Change vs previous 13F +162 shares

    0.08% of the 13F portfolio, value $1,111,428.

    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 1,726 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $995,591.

    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).