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Advocacy Wealth Management, LLC: SPDW position timeline

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

Advocacy Wealth Management, LLC held 2,268,369 SPDW 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 2,268,369 shares
    Change vs previous 13F +191,999 shares

    4.15% of the 13F portfolio, value $114,303,114.

    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 2,076,370 shares
    Change vs previous 13F -23,062 shares

    4.19% of the 13F portfolio, value $94,786,291.

    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 2,099,432 shares
    Change vs previous 13F +101,531 shares

    3.9% of the 13F portfolio, value $93,235,775.

    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 1,997,901 shares
    Change vs previous 13F -24,030 shares

    3.71% of the 13F portfolio, value $85,490,184.

    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 2,021,931 shares
    Change vs previous 13F -56,414 shares

    5.02% of the 13F portfolio, value $81,867,986.

    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 2,078,345 shares
    Change vs previous 13F -516,699 shares

    5.15% of the 13F portfolio, value $75,672,541.

    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 2,595,044 shares
    Change vs previous 13F -39,994 shares

    6.73% of the 13F portfolio, value $88,568,852.

    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 2,635,038 shares
    Change vs previous 13F not available

    7.77% of the 13F portfolio, value $98,972,027.

    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).