Advertisement
Screener

ADVOCATE GROUP LLC Historic Quarter Change: USA Bonds: Other Debt, Sold Out

ADVOCATE GROUP LLC historic quarter change: USA Bonds: Other Debt, Sold out

In other debt filed by principal amount (debentures, bonds) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, ADVOCATE GROUP LLC opened 0 positions, added to 0, reduced 0 and sold out of 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1853401), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-17); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-13); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-20); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-20); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-25); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-22); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-21); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-09); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-10); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-25). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2022-06-30.

No position of this class changed this way in the filings compared.

Similar Firms

Firm NameCountry13F ValueHoldings
Bell Investment Advisors, IncUnited States$0.639B1,860
Stamos Capital Partners, L.P.United States$0.640B142
SevenBridge Financial Group, LLCUnited States$0.640B202
PenderFund Capital Management Ltd.Canada$0.639B253
Global Wealth Management Investment Advisory, Inc.United States$0.638B158
St. James Investment Company, LLCUnited States$0.638B22
BEARING POINT CAPITAL, LLCUnited States$0.638B166
WILSEY ASSET MANAGEMENT INCUnited States$0.638B25
Kultura Capital Management LPUnited States$0.638B53
ROBOTTI ROBERTUnited States$0.641B78