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ADG Wealth Management Group, LLC: RSP position timeline

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

ADG Wealth Management Group, LLC held 85,674 RSP 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 85,674 shares
    Change vs previous 13F -416 shares

    11.57% of the 13F portfolio, value $18,229,042.

    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 86,090 shares
    Change vs previous 13F +6,134 shares

    11.42% of the 13F portfolio, value $16,522,367.

    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 79,956 shares
    Change vs previous 13F -847 shares

    11.6% of the 13F portfolio, value $15,316,362.

    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).

  4. period ended2025-09-30
    13F 80,803 shares
    Change vs previous 13F +1,943 shares

    12.18% of the 13F portfolio, value $15,328,289.

    13F-HR 0002053824-25-000006 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).

  5. period ended2025-06-30
    13F 78,860 shares
    Change vs previous 13F +332 shares

    12.2% of the 13F portfolio, value $14,332,096.

    13F-HR 0002053824-25-000005 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).

  6. period ended2025-03-31
    13F 78,528 shares
    Change vs previous 13F -7,167 shares

    12.83% of the 13F portfolio, value $13,603,461.

    13F-HR 0002053824-25-000003 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).

  7. period ended2024-12-31
    13F 85,695 shares
    Change vs previous 13F not available

    13.33% of the 13F portfolio, value $15,016,303.

    13F-HR 0002053824-25-000002 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).