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Advocacy Wealth Management, LLC: PMBS position timeline

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

Advocacy Wealth Management, LLC held 1,089,742 PMBS 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 1,089,742 shares
    Change vs previous 13F +31,006 shares

    1.96% of the 13F portfolio, value $53,811,439.

    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 1,058,736 shares
    Change vs previous 13F -220,579 shares

    2.32% of the 13F portfolio, value $52,513,284.

    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 1,279,315 shares
    Change vs previous 13F -59,057 shares

    2.66% of the 13F portfolio, value $63,575,540.

    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 1,338,372 shares
    Change vs previous 13F +30,307 shares

    2.88% of the 13F portfolio, value $66,459,651.

    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 1,308,065 shares
    Change vs previous 13F +95,046 shares

    3.94% of the 13F portfolio, value $64,160,567.

    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 1,213,019 shares
    Change vs previous 13F not available

    4.05% of the 13F portfolio, value $59,534,951.

    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).