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Disclosery

ADVOCATE GROUP LLC: UPS position timeline

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

ADVOCATE GROUP LLC held 65,490 UPS 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 65,490 shares
    Change vs previous 13F -535 shares

    1.06% of the 13F portfolio, value $7,040,132.

    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 66,025 shares
    Change vs previous 13F -18,956 shares

    1.02% of the 13F portfolio, value $6,495,568.

    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 84,981 shares
    Change vs previous 13F -3,393 shares

    1.36% of the 13F portfolio, value $8,429,313.

    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 88,374 shares
    Change vs previous 13F +3,449 shares

    1.21% of the 13F portfolio, value $7,381,903.

    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 84,925 shares
    Change vs previous 13F +4,222 shares

    1.53% of the 13F portfolio, value $8,572,297.

    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 80,703 shares
    Change vs previous 13F +6,103 shares

    1.62% of the 13F portfolio, value $8,876,481.

    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 74,600 shares
    Change vs previous 13F +6,216 shares

    1.77% of the 13F portfolio, value $9,407,060.

    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 68,384 shares
    Change vs previous 13F not available

    1.69% of the 13F portfolio, value $9,323,475.

    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).