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Advisory Advocates, LLC: MSCI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisory Advocates, LLC on MSCI, newest first. How the timeline and the estimate are built.

Advisory Advocates, LLC held 1,472 MSCI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,472 shares
    Change vs previous 13F -53 shares

    0.71% of the 13F portfolio, value $824,183.

    13F-HR 0002111697-26-000003 filed by Advisory Advocates, 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 1,525 shares
    Change vs previous 13F +9 shares

    0.84% of the 13F portfolio, value $821,777.

    13F-HR 0002111697-26-000002 filed by Advisory Advocates, 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 1,516 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $869,977.

    13F-HR 0002111697-26-000001 filed by Advisory Advocates, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).