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Disclosery

ADVOCATE GROUP LLC: XEL position timeline

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

ADVOCATE GROUP LLC held 94,246 XEL 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 94,246 shares
    Change vs previous 13F +21,369 shares

    1.14% of the 13F portfolio, value $7,567,980.

    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 72,877 shares
    Change vs previous 13F +7,699 shares

    0.91% of the 13F portfolio, value $5,789,323.

    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 65,178 shares
    Change vs previous 13F +61,989 shares

    0.78% of the 13F portfolio, value $4,814,047.

    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 3,189 shares
    Change vs previous 13F +3,189 shares

    0.04% of the 13F portfolio, value $257,193.

    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 0 shares
    Change vs previous 13F -2,877 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 2,877 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $203,663.

    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).