Skip to content
Disclosery

ADVOCATE GROUP LLC: SCHW position timeline

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

ADVOCATE GROUP LLC held 95,814 SCHW 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 95,814 shares
    Change vs previous 13F -2,459 shares

    1.33% of the 13F portfolio, value $8,840,730.

    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 98,273 shares
    Change vs previous 13F -2,574 shares

    1.44% of the 13F portfolio, value $9,235,721.

    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 100,847 shares
    Change vs previous 13F -13,889 shares

    1.63% of the 13F portfolio, value $10,075,592.

    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 114,736 shares
    Change vs previous 13F -3,619 shares

    1.8% of the 13F portfolio, value $10,953,863.

    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 118,355 shares
    Change vs previous 13F -1,575 shares

    1.93% of the 13F portfolio, value $10,798,682.

    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 119,930 shares
    Change vs previous 13F -1,236 shares

    1.71% of the 13F portfolio, value $9,388,133.

    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 121,166 shares
    Change vs previous 13F -223 shares

    1.69% of the 13F portfolio, value $8,967,496.

    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 121,389 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $7,867,221.

    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).