Position in EW
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$15,827,062
+$1,559,930 QoQ
Shares Held
174,962
-1.8% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
3.30%
of 13F equity value
Holder Rank
#204
of 1,315 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in EW Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Advocacy Wealth Management, LLC holds $44,949,411 across 6 Medical Devices names. EW ranks #1 (35.2% of the industry book) .
All Filings in EW
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,827,062 | 174,962 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $14,267,132 | 178,161 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $11,372,861 | 133,406 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $10,544,834 | 135,590 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||