ADVOCATE GROUP LLC: UL position timeline

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

ADVOCATE GROUP LLC held 125,795 UL shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

period ended2026-06-30
13F 125,795 shares
Change vs previous 13F +17,793 shares
1.14% of the 13F portfolio, value $7,562,791.
13F-HR 0001853401-26-000003 filed by ADVOCATE GROUP LLC
Filed 2026-07-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 108,002 shares
Change vs previous 13F +1,826 shares
0.96% of the 13F portfolio, value $6,152,874.
13F-HR 0001853401-26-000002 filed by ADVOCATE GROUP LLC
Filed 2026-04-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 106,176 shares
Change vs previous 13F not available
1.12% of the 13F portfolio, value $6,943,910.
13F-HR 0001853401-26-000001 filed by ADVOCATE GROUP LLC
Filed 2026-01-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).