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ADVOCATE GROUP LLC: IBM position timeline

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

ADVOCATE GROUP LLC held 36,351 IBM 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 36,351 shares
    Change vs previous 13F -1,576 shares

    1.54% of the 13F portfolio, value $10,222,285.

    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 37,927 shares
    Change vs previous 13F -1,067 shares

    1.44% of the 13F portfolio, value $9,193,068.

    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 38,994 shares
    Change vs previous 13F -5,843 shares

    1.87% of the 13F portfolio, value $11,550,533.

    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 44,837 shares
    Change vs previous 13F -2,846 shares

    2.08% of the 13F portfolio, value $12,651,241.

    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 47,683 shares
    Change vs previous 13F -4,242 shares

    2.51% of the 13F portfolio, value $14,055,926.

    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 51,925 shares
    Change vs previous 13F -5,214 shares

    2.35% of the 13F portfolio, value $12,911,780.

    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 57,139 shares
    Change vs previous 13F -8,464 shares

    2.37% of the 13F portfolio, value $12,560,963.

    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 65,603 shares
    Change vs previous 13F not available

    2.63% of the 13F portfolio, value $14,503,608.

    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).