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ADVOCATE GROUP LLC: VTIP position timeline

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

ADVOCATE GROUP LLC held 258,546 VTIP 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 258,546 shares
    Change vs previous 13F +20,097 shares

    1.95% of the 13F portfolio, value $12,986,766.

    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 238,449 shares
    Change vs previous 13F +54,968 shares

    1.86% of the 13F portfolio, value $11,910,528.

    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 183,481 shares
    Change vs previous 13F +20,139 shares

    1.47% of the 13F portfolio, value $9,074,970.

    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 163,342 shares
    Change vs previous 13F +19,037 shares

    1.36% of the 13F portfolio, value $8,270,005.

    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 144,305 shares
    Change vs previous 13F +3,410 shares

    1.3% of the 13F portfolio, value $7,254,212.

    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 140,895 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $7,030,661.

    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).