Position in TRU
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$900,018
+$35,559 QoQ
Shares Held
12,476
-0.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#263
of 520 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TRU Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Advocacy Wealth Management, LLC holds $25,404,086 across 4 Financial Data & Stock Exchanges names. TRU ranks #4 (3.5% of the industry book) .
All Filings in TRU
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $900,018 | 12,476 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $864,459 | 12,494 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,071,103 | 12,491 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,125,751 | 13,437 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||