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Aletheian Wealth Advisors LLC: ADI position timeline

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

Aletheian Wealth Advisors LLC held 722 ADI shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 722 shares
    Change vs previous 13F +10 shares

    0.12% of the 13F portfolio, value $286,425.

    13F-HR 0002085853-26-001109 filed by Aletheian Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 712 shares
    Change vs previous 13F +73 shares

    0.12% of the 13F portfolio, value $282,785.

    13F-HR 0002085853-26-000663 filed by Aletheian Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 639 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $203,291.

    13F-HR 0002085853-26-000305 filed by Aletheian Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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