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ADE, LLC: IWS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ADE, LLC on IWS, newest first. How the timeline and the estimate are built.

ADE, LLC held 7,579 IWS shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,579 shares
    Change vs previous 13F +5 shares

    0.53% of the 13F portfolio, value $1,247,531.

    13F-HR 0001845950-26-000005 filed by ADE, LLC
    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 7,574 shares
    Change vs previous 13F +6 shares

    0.53% of the 13F portfolio, value $1,103,791.

    13F-HR 0001845950-26-000004 filed by ADE, LLC
    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 7,568 shares
    Change vs previous 13F +9 shares

    0.52% of the 13F portfolio, value $1,067,411.

    13F-HR 0001845950-26-000002 filed by ADE, LLC
    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 7,559 shares
    Change vs previous 13F -80 shares

    0.53% of the 13F portfolio, value $1,055,706.

    13F-HR 0001845950-25-000003 filed by ADE, LLC
    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 7,639 shares
    Change vs previous 13F +814 shares

    0.54% of the 13F portfolio, value $1,009,436.

    13F-HR 0001085146-25-004844 filed by ADE, LLC
    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 6,825 shares
    Change vs previous 13F -537 shares

    0.5% of the 13F portfolio, value $859,683.

    13F-HR 0001085146-25-002514 filed by ADE, LLC
    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 7,362 shares
    Change vs previous 13F +430 shares

    0.58% of the 13F portfolio, value $952,162.

    13F-HR 0001085146-25-000298 filed by ADE, LLC
    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 6,932 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $916,757.

    13F-HR 0001085146-24-005171 filed by ADE, LLC
    Filed (acceptance time not in the bulk data set), ingested

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