Advocacy Wealth Management, LLC: MSFT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advocacy Wealth Management, LLC on MSFT, newest first. How the timeline and the estimate are built.
Advocacy Wealth Management, LLC held 51,331 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 51,331 sharesChange vs previous 13F +332 shares
0.7% of the 13F portfolio, value $19,147,489.
13F-HR 0001569452-26-000003 filed by Advocacy Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 50,999 sharesChange vs previous 13F +5,441 shares
0.83% of the 13F portfolio, value $18,878,299.
13F-HR 0001569452-26-000002 filed by Advocacy Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 45,558 sharesChange vs previous 13F +4,328 shares
0.92% of the 13F portfolio, value $22,032,760.
13F-HR 0001062993-26-000789 filed by Advocacy Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 41,230 sharesChange vs previous 13F +40,817 shares
0.93% of the 13F portfolio, value $21,355,079.
13F-HR 0001062993-25-016801 filed by Advocacy Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 413 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $205,430.
13F-HR 0001062993-25-014266 filed by Advocacy Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).