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Disclosery

ADVOCATE GROUP LLC: DUK position timeline

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

ADVOCATE GROUP LLC held 78,306 DUK 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 78,306 shares
    Change vs previous 13F +1,778 shares

    1.49% of the 13F portfolio, value $9,911,924.

    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 76,528 shares
    Change vs previous 13F +1,458 shares

    1.57% of the 13F portfolio, value $10,020,518.

    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 75,070 shares
    Change vs previous 13F +4,104 shares

    1.42% of the 13F portfolio, value $8,798,929.

    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 70,966 shares
    Change vs previous 13F -919 shares

    1.44% of the 13F portfolio, value $8,782,031.

    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 71,885 shares
    Change vs previous 13F -849 shares

    1.52% of the 13F portfolio, value $8,482,439.

    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 72,734 shares
    Change vs previous 13F -3,234 shares

    1.62% of the 13F portfolio, value $8,871,395.

    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 75,968 shares
    Change vs previous 13F -9,110 shares

    1.54% of the 13F portfolio, value $8,184,792.

    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 85,078 shares
    Change vs previous 13F not available

    1.78% of the 13F portfolio, value $9,809,493.

    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).