ADG Wealth Management Group, LLC: JGRO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ADG Wealth Management Group, LLC on JGRO, newest first. How the timeline and the estimate are built.
ADG Wealth Management Group, LLC held 3,969 JGRO shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 3,969 sharesChange vs previous 13F -1 shares
0.25% of the 13F portfolio, value $391,397.
13F-HR 0002053824-26-000004 filed by ADG Wealth Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,970 sharesChange vs previous 13F +184 shares
0.23% of the 13F portfolio, value $335,540.
13F-HR 0002053824-26-000002 filed by ADG Wealth Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,786 sharesChange vs previous 13F +201 shares
0.27% of the 13F portfolio, value $351,336.
13F-HR 0002053824-26-000001 filed by ADG Wealth Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,585 sharesChange vs previous 13F not available
0.27% of the 13F portfolio, value $336,094.
13F-HR 0002053824-25-000006 filed by ADG Wealth Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).