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ADVOCATE GROUP LLC: GIS position timeline

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

ADVOCATE GROUP LLC held 534,524 GIS 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 534,524 shares
    Change vs previous 13F -12,798 shares

    2.8% of the 13F portfolio, value $18,601,429.

    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 547,322 shares
    Change vs previous 13F +7,219 shares

    3.19% of the 13F portfolio, value $20,371,311.

    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 540,103 shares
    Change vs previous 13F -501 shares

    4.06% of the 13F portfolio, value $25,114,772.

    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 540,604 shares
    Change vs previous 13F +38,870 shares

    4.48% of the 13F portfolio, value $27,257,235.

    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 501,734 shares
    Change vs previous 13F -10,363 shares

    4.65% of the 13F portfolio, value $25,994,819.

    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 512,097 shares
    Change vs previous 13F -11,027 shares

    5.58% of the 13F portfolio, value $30,618,257.

    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 523,124 shares
    Change vs previous 13F -12,465 shares

    6.28% of the 13F portfolio, value $33,359,594.

    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 535,589 shares
    Change vs previous 13F not available

    7.17% of the 13F portfolio, value $39,553,220.

    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).