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ADVOCATE GROUP LLC: D position timeline

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

ADVOCATE GROUP LLC held 123,422 D shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 123,422 shares
    Change vs previous 13F -191 shares

    1.27% of the 13F portfolio, value $8,428,495.

    13F-HR 0001853401-26-000003 filed by ADVOCATE GROUP 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 123,613 shares
    Change vs previous 13F -743 shares

    1.2% of the 13F portfolio, value $7,641,754.

    13F-HR 0001853401-26-000002 filed by ADVOCATE GROUP 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 124,356 shares
    Change vs previous 13F -7,436 shares

    1.18% of the 13F portfolio, value $7,286,046.

    13F-HR 0001853401-26-000001 filed by ADVOCATE GROUP 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 131,792 shares
    Change vs previous 13F -3,473 shares

    1.33% of the 13F portfolio, value $8,061,713.

    13F-HR 0001853401-25-000006 filed by ADVOCATE GROUP 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 135,265 shares
    Change vs previous 13F -2,514 shares

    1.37% of the 13F portfolio, value $7,645,202.

    13F-HR 0001853401-25-000004 filed by ADVOCATE GROUP 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 137,779 shares
    Change vs previous 13F -588 shares

    1.41% of the 13F portfolio, value $7,725,250.

    13F-HR 0001853401-25-000002 filed by ADVOCATE GROUP 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 138,367 shares
    Change vs previous 13F +901 shares

    1.4% of the 13F portfolio, value $7,452,447.

    13F-HR 0001853401-25-000001 filed by ADVOCATE GROUP 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 137,466 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $7,944,160.

    13F-HR 0001853401-24-000005 filed by ADVOCATE GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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