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Disclosery

ADVOCATE GROUP LLC: MSFT position timeline

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

ADVOCATE GROUP LLC held 23,926 MSFT 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 23,926 shares
    Change vs previous 13F +2,205 shares

    1.34% of the 13F portfolio, value $8,924,863.

    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 21,721 shares
    Change vs previous 13F -182 shares

    1.26% of the 13F portfolio, value $8,040,576.

    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 21,903 shares
    Change vs previous 13F -2,788 shares

    1.71% of the 13F portfolio, value $10,592,840.

    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 24,691 shares
    Change vs previous 13F -625 shares

    2.1% of the 13F portfolio, value $12,788,789.

    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 25,316 shares
    Change vs previous 13F -203 shares

    2.25% of the 13F portfolio, value $12,592,485.

    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 25,519 shares
    Change vs previous 13F +253 shares

    1.75% of the 13F portfolio, value $9,579,595.

    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 25,266 shares
    Change vs previous 13F -1,099 shares

    2.01% of the 13F portfolio, value $10,649,619.

    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 26,365 shares
    Change vs previous 13F not available

    2.06% of the 13F portfolio, value $11,344,860.

    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).