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Abacus Planning Group, Inc.: ADI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Abacus Planning Group, Inc. on ADI, newest first. How the timeline and the estimate are built.

Abacus Planning Group, Inc. held 1,212 ADI shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,212 shares
    Change vs previous 13F -96 shares

    0.06% of the 13F portfolio, value $481,370.

    13F-HR 0001602730-26-000004 filed by Abacus Planning Group, Inc.
    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 1,308 shares
    Change vs previous 13F +101 shares

    0.06% of the 13F portfolio, value $416,127.

    13F-HR 0001602730-26-000003 filed by Abacus Planning Group, Inc.
    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 1,207 shares
    Change vs previous 13F +259 shares

    0.04% of the 13F portfolio, value $327,338.

    13F-HR 0001602730-26-000002 filed by Abacus Planning Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 948 shares
    Change vs previous 13F +3 shares

    0.03% of the 13F portfolio, value $232,924.

    13F-HR 0001602730-25-000008 filed by Abacus Planning Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F/A 945 shares
    Change vs previous 13F -141 shares

    0.03% of the 13F portfolio, value $224,929.

    13F-HR/A 0001602730-25-000006 filed by Abacus Planning Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 1,086 shares
    Change vs previous 13F +40 shares

    0.04% of the 13F portfolio, value $219,014.

    13F-HR 0001602730-25-000003 filed by Abacus Planning Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 1,046 shares
    Change vs previous 13F +12 shares

    0.04% of the 13F portfolio, value $222,233.

    13F-HR 0001602730-25-000002 filed by Abacus Planning Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 1,034 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $237,996.

    13F-HR 0001602730-24-000006 filed by Abacus Planning Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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