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Livermore
Livermore
ZHEN

Advocate Group LLC

SEC CIK
0001853401
Latest filing
Jul 17, 2026

WSO holding history

Watsco Inc in every 13F filed by Advocate Group LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WSO overviewAll 13F holders of WSOFull Q2 2026 holdings

Shares (Q2 2026)
1,292
Value
$538.4K
% of portfolio
0.1%
Quarters held
17
Since Q2 2022
Holdings of WSO by Advocate Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,292$538.4K0.1%−92−6.6%ReducedHolders
Q1 20261,384$503.5K0.1%00.0%UnchangedHolders
Q4 20251,384$466.3K0.1%00.0%UnchangedHolders
Q3 20251,384$559.6K0.1%00.0%UnchangedHolders
Q2 20251,384$611.2K0.1%00.0%UnchangedHolders
Q1 20251,384$703.5K0.1%00.0%UnchangedHolders
Q4 20241,384$655.9K0.1%00.0%UnchangedHolders
Q3 20241,384$680.8K0.1%00.0%UnchangedHolders
Q2 20241,384$641.1K0.1%00.0%UnchangedHolders
Q1 20241,384$597.8K0.1%00.0%UnchangedHolders
Q4 20231,384$593.0K0.1%−113−7.5%ReducedHolders
Q3 20231,497$565.4K0.1%−4−0.3%ReducedHolders
Q2 20231,501$572.6K0.1%00.0%UnchangedHolders
Q1 20231,501$477.6K0.1%00.0%UnchangedHolders
Q4 20221,501$374.3K0.1%−119−7.3%ReducedHolders
Q3 20221,620$417.0K0.1%−23−1.4%ReducedHolders
Q2 20221,643$392.0K0.1%–No prior filingHolders