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ADVOCATE GROUP LLC: WPC position timeline

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

ADVOCATE GROUP LLC held 96,060 WPC 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 96,060 shares
    Change vs previous 13F +4,415 shares

    1.03% of the 13F portfolio, value $6,868,305.

    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 91,645 shares
    Change vs previous 13F +4,262 shares

    0.97% of the 13F portfolio, value $6,228,168.

    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 87,383 shares
    Change vs previous 13F +9,367 shares

    0.91% of the 13F portfolio, value $5,623,967.

    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 78,016 shares
    Change vs previous 13F +337 shares

    0.87% of the 13F portfolio, value $5,271,565.

    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 77,679 shares
    Change vs previous 13F +150 shares

    0.87% of the 13F portfolio, value $4,845,596.

    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 77,529 shares
    Change vs previous 13F +2,073 shares

    0.89% of the 13F portfolio, value $4,892,852.

    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 75,456 shares
    Change vs previous 13F -157 shares

    0.77% of the 13F portfolio, value $4,110,840.

    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 75,613 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $4,710,687.

    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).