Skip to content
Disclosery

ADE, LLC: USMV position timeline

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

ADE, LLC held 34,868 USMV 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 34,868 shares
    Change vs previous 13F -4,220 shares

    1.42% of the 13F portfolio, value $3,363,322.

    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 39,088 shares
    Change vs previous 13F -4,400 shares

    1.74% of the 13F portfolio, value $3,625,032.

    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 43,488 shares
    Change vs previous 13F -2,879 shares

    1.98% of the 13F portfolio, value $4,094,781.

    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 46,367 shares
    Change vs previous 13F -1,787 shares

    2.23% of the 13F portfolio, value $4,411,311.

    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 48,154 shares
    Change vs previous 13F -2,703 shares

    2.4% of the 13F portfolio, value $4,520,221.

    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 50,857 shares
    Change vs previous 13F -3,143 shares

    2.74% of the 13F portfolio, value $4,763,272.

    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 54,000 shares
    Change vs previous 13F -1,576 shares

    2.94% of the 13F portfolio, value $4,794,634.

    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 55,576 shares
    Change vs previous 13F not available

    3.12% of the 13F portfolio, value $5,074,669.

    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).