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Advocacy Wealth Management, LLC: MBB position timeline

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

Advocacy Wealth Management, LLC held 238,354 MBB 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 238,354 shares
    Change vs previous 13F +9,434 shares

    0.82% of the 13F portfolio, value $22,529,220.

    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 228,920 shares
    Change vs previous 13F +10,749 shares

    0.96% of the 13F portfolio, value $21,735,954.

    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 218,171 shares
    Change vs previous 13F +7,056 shares

    0.87% of the 13F portfolio, value $20,774,243.

    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 211,115 shares
    Change vs previous 13F +10,767 shares

    0.87% of the 13F portfolio, value $20,087,592.

    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 200,348 shares
    Change vs previous 13F -4,078 shares

    1.15% of the 13F portfolio, value $18,810,674.

    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 204,426 shares
    Change vs previous 13F -40,924 shares

    1.31% of the 13F portfolio, value $19,171,070.

    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 245,350 shares
    Change vs previous 13F +19,248 shares

    1.71% of the 13F portfolio, value $22,493,688.

    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 226,102 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $21,662,833.

    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).