SEC 13F Intelligence

Managers / Q3 2023 · view latest →

ADVOCATE GROUP LLC

CIK 0001853401 · 601 CARLSON PKWY, SUITE 1100, MINNETONKA, MN, 55305 · 9526932630

Reported Value
$432M
Q3 2023
Positions
117
Filings on Record
16
2019–present window
Filed
Oct 17, 2023
original filing

Summary

Advocate Group Llc reported $432M in U.S.-listed holdings across 117 positions for Q3 2023.

Reported Value by Quarter

13F Reported Value
Q2 ’22: $430MQ2 ’22Q3 ’22: $405MQ4 ’22: $464.5BQ4 ’22Q1 ’23: $458MQ2 ’23: $454MQ2 ’23Q3 ’23: $432MQ4 ’23: $466MQ4 ’23Q1 ’24: $503MQ2 ’24: $497MQ2 ’24Q3 ’24: $552MQ4 ’24: $531MQ4 ’24Q1 ’25: $548MQ2 ’25: $559MQ2 ’25Q3 ’25: $608MQ4 ’25: $618MQ4 ’25Q1 ’26: $639Mfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q3 2023

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$639M126Apr 13, 202613F-HRchanges · EDGAR ↗
Q4 2025$618M123Jan 20, 202613F-HRchanges · EDGAR ↗
Q3 2025$608M122Oct 20, 202513F-HRchanges · EDGAR ↗
Q2 2025$559M119Jul 25, 202513F-HRchanges · EDGAR ↗
Q1 2025$548M114Apr 22, 202513F-HRchanges · EDGAR ↗
Q4 2024$531M115Jan 21, 202513F-HRchanges · EDGAR ↗
Q3 2024$552M118Oct 9, 202413F-HRchanges · EDGAR ↗
Q2 2024$497M121Jul 10, 202413F-HRchanges · EDGAR ↗
Q1 2024$503M122Apr 25, 202413F-HRchanges · EDGAR ↗
Q4 2023$466M116Jan 19, 202413F-HRchanges · EDGAR ↗
Q3 2023$432M117Oct 17, 202313F-HRchanges · EDGAR ↗
Q2 2023$454M116Jul 20, 202313F-HRchanges · EDGAR ↗
Q1 2023$458M120Apr 19, 202313F-HRchanges · EDGAR ↗
Q4 2022$464.5B117Jan 18, 202313F-HRchanges · EDGAR ↗
Q3 2022$405M112Oct 19, 202213F-HRchanges · EDGAR ↗
Q2 2022$430M111Jul 27, 202213F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.