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Advocacy Wealth Management, LLC: IVW position timeline

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

Advocacy Wealth Management, LLC held 807,434 IVW 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 807,434 shares
    Change vs previous 13F -21,311 shares

    4.03% of the 13F portfolio, value $111,046,411.

    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 828,745 shares
    Change vs previous 13F +44,231 shares

    4.15% of the 13F portfolio, value $93,739,357.

    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 784,514 shares
    Change vs previous 13F +29,575 shares

    4.05% of the 13F portfolio, value $96,699,207.

    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 754,939 shares
    Change vs previous 13F +6,101 shares

    3.96% of the 13F portfolio, value $91,136,247.

    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 748,838 shares
    Change vs previous 13F -56,184 shares

    5.06% of the 13F portfolio, value $82,447,074.

    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 805,022 shares
    Change vs previous 13F +85,780 shares

    5.09% of the 13F portfolio, value $74,730,201.

    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 719,242 shares
    Change vs previous 13F +33,335 shares

    5.55% of the 13F portfolio, value $73,024,650.

    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 685,907 shares
    Change vs previous 13F not available

    5.16% of the 13F portfolio, value $65,675,604.

    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).