ADVOCATE GROUP LLC
All 13F Filings
- Location
- Minnetonka, MN
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 618,167
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/20/2026 | 123 | 618,167 | 13F-HR | ADVOCATE GROUP LLC |
| Q3 2025 | 10/20/2025 | 122 | 608,308 | 13F-HR | ADVOCATE GROUP LLC |
| Q2 2025 | 7/25/2025 | 119 | 559,416 | 13F-HR | ADVOCATE GROUP LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 571.7 K | 92.5% | 10.08 K | 0 | 10.08 K |
| ETFs | 46.49 K | 7.5% | 0 | 225 | -225 |
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Fund Snapshot
Q4 2025
Latest filed
1/20/2026
Total value ($000)
618,167
Holdings
123
QoQ value change ($000)
9,859
(1.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.