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Advocacy Wealth Management, LLC: WTAI position timeline

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

Advocacy Wealth Management, LLC held 198,529 WTAI 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 198,529 shares
    Change vs previous 13F -28,550 shares

    0.34% of the 13F portfolio, value $9,424,172.

    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 227,079 shares
    Change vs previous 13F +35,553 shares

    0.28% of the 13F portfolio, value $6,410,440.

    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 191,526 shares
    Change vs previous 13F -6,909 shares

    0.23% of the 13F portfolio, value $5,581,068.

    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 198,435 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $5,667,304.

    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).