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AGH Wealth Advisors, LLC: ADI position timeline

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

AGH Wealth Advisors, LLC held 672 ADI shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 672 shares
    Change vs previous 13F +36 shares

    0.17% of the 13F portfolio, value $266,898.

    13F-HR 0002061010-26-000003 filed by AGH Wealth Advisors, 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 636 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $202,337.

    13F-HR 0002061010-26-000002 filed by AGH Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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