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Disclosery

Advocate Investing Services LLC: XLP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advocate Investing Services LLC on XLP, newest first. How the timeline and the estimate are built.

Advocate Investing Services LLC held 62,296 XLP shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,296 shares
    Change vs previous 13F +6,044 shares

    3.99% of the 13F portfolio, value $5,174,928.

    13F-HR 0001420506-26-001324 filed by Advocate Investing Services 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 56,252 shares
    Change vs previous 13F +14,012 shares

    3.91% of the 13F portfolio, value $4,611,540.

    13F-HR 0001420506-26-000708 filed by Advocate Investing Services 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 42,240 shares
    Change vs previous 13F not available

    2.94% of the 13F portfolio, value $3,281,199.

    13F-HR 0001420506-26-000331 filed by Advocate Investing Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).