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Advocacy Wealth Management, LLC: QUAL position timeline

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

Advocacy Wealth Management, LLC held 6,172 QUAL 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 6,172 shares
    Change vs previous 13F -396,000 shares

    0.05% of the 13F portfolio, value $1,354,341.

    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 402,172 shares
    Change vs previous 13F -50,433 shares

    3.41% of the 13F portfolio, value $77,140,628.

    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 452,605 shares
    Change vs previous 13F -172,135 shares

    3.76% of the 13F portfolio, value $89,896,422.

    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 624,740 shares
    Change vs previous 13F +188,895 shares

    5.27% of the 13F portfolio, value $121,511,947.

    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 435,845 shares
    Change vs previous 13F +21,989 shares

    4.89% of the 13F portfolio, value $79,681,198.

    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 413,856 shares
    Change vs previous 13F +46,687 shares

    4.82% of the 13F portfolio, value $70,723,866.

    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 367,169 shares
    Change vs previous 13F +18,509 shares

    4.97% of the 13F portfolio, value $65,385,471.

    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 348,660 shares
    Change vs previous 13F not available

    4.91% of the 13F portfolio, value $62,514,753.

    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).