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ADG Wealth Management Group, LLC: GTO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ADG Wealth Management Group, LLC on GTO, newest first. How the timeline and the estimate are built.

ADG Wealth Management Group, LLC held 4,770 GTO shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,770 shares
    Change vs previous 13F -1,666 shares

    0.14% of the 13F portfolio, value $223,569.

    13F-HR 0002053824-26-000004 filed by ADG Wealth Management Group, 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 6,436 shares
    Change vs previous 13F +689 shares

    0.21% of the 13F portfolio, value $301,417.

    13F-HR 0002053824-26-000002 filed by ADG Wealth Management Group, 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 5,747 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $272,523.

    13F-HR 0002053824-26-000001 filed by ADG Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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