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Disclosery

ADVOCATE GROUP LLC: WMT position timeline

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

ADVOCATE GROUP LLC held 21,674 WMT 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 21,674 shares
    Change vs previous 13F -674 shares

    0.37% of the 13F portfolio, value $2,454,797.

    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 22,348 shares
    Change vs previous 13F -615 shares

    0.43% of the 13F portfolio, value $2,777,409.

    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 22,963 shares
    Change vs previous 13F -1,110 shares

    0.41% of the 13F portfolio, value $2,558,308.

    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 24,073 shares
    Change vs previous 13F -1,525 shares

    0.41% of the 13F portfolio, value $2,480,963.

    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 25,598 shares
    Change vs previous 13F -3,378 shares

    0.45% of the 13F portfolio, value $2,502,972.

    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 28,976 shares
    Change vs previous 13F -1,007 shares

    0.46% of the 13F portfolio, value $2,543,803.

    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 29,983 shares
    Change vs previous 13F -6,242 shares

    0.51% of the 13F portfolio, value $2,708,964.

    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 36,225 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $2,925,169.

    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).