Skip to content
Disclosery

Advocacy Wealth Management, LLC: KBWB position timeline

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

Advocacy Wealth Management, LLC held 42,923 KBWB 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 42,923 shares
    Change vs previous 13F +4,060 shares

    0.15% of the 13F portfolio, value $3,990,981.

    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 38,863 shares
    Change vs previous 13F +891 shares

    0.14% of the 13F portfolio, value $3,074,841.

    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 37,972 shares
    Change vs previous 13F +1,991 shares

    0.13% of the 13F portfolio, value $3,200,660.

    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 35,981 shares
    Change vs previous 13F -2,562 shares

    0.12% of the 13F portfolio, value $2,814,074.

    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 38,543 shares
    Change vs previous 13F -7,988 shares

    0.17% of the 13F portfolio, value $2,760,450.

    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 46,531 shares
    Change vs previous 13F +40,157 shares

    0.2% of the 13F portfolio, value $2,920,751.

    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 6,374 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $416,541.

    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).