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ADVOCATE GROUP LLC: SCHR position timeline

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

ADVOCATE GROUP LLC held 474,914 SCHR 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 474,914 shares
    Change vs previous 13F +44,915 shares

    1.76% of the 13F portfolio, value $11,711,379.

    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 429,999 shares
    Change vs previous 13F +24,594 shares

    1.68% of the 13F portfolio, value $10,711,275.

    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 405,405 shares
    Change vs previous 13F +69,007 shares

    1.64% of the 13F portfolio, value $10,167,557.

    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 336,398 shares
    Change vs previous 13F +74,513 shares

    1.39% of the 13F portfolio, value $8,453,682.

    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 261,885 shares
    Change vs previous 13F +4,266 shares

    1.17% of the 13F portfolio, value $6,554,982.

    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 257,619 shares
    Change vs previous 13F +9,155 shares

    1.17% of the 13F portfolio, value $6,404,408.

    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 248,464 shares
    Change vs previous 13F +134,333 shares

    1.14% of the 13F portfolio, value $6,035,191.

    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 114,131 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $5,775,029.

    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).