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Disclosery

BKM Wealth Management, LLC: ADI position timeline

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

BKM Wealth Management, LLC held 12,810 ADI shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,810 shares
    Change vs previous 13F -330 shares

    1.8% of the 13F portfolio, value $5,087,781.

    13F-HR 0002007263-26-000003 filed by BKM Wealth Management, 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 13,140 shares
    Change vs previous 13F -1,401 shares

    1.53% of the 13F portfolio, value $4,180,384.

    13F-HR 0002007263-26-000002 filed by BKM Wealth Management, 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 14,541 shares
    Change vs previous 13F +2,422 shares

    1.44% of the 13F portfolio, value $3,943,537.

    13F-HR 0002007263-26-000001 filed by BKM Wealth Management, 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 12,119 shares
    Change vs previous 13F +105 shares

    1.1% of the 13F portfolio, value $2,977,651.

    13F-HR 0002007263-25-000007 filed by BKM Wealth Management, 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 12,014 shares
    Change vs previous 13F +176 shares

    1.12% of the 13F portfolio, value $2,859,581.

    13F-HR 0002007263-25-000005 filed by BKM Wealth Management, 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 11,838 shares
    Change vs previous 13F -110 shares

    0.98% of the 13F portfolio, value $2,387,374.

    13F-HR 0002007263-25-000004 filed by BKM Wealth Management, 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 11,948 shares
    Change vs previous 13F +1,088 shares

    1.04% of the 13F portfolio, value $2,538,475.

    13F-HR 0002007263-25-000003 filed by BKM Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 10,860 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $2,499,648.

    13F-HR 0002007263-24-000007 filed by BKM Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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