EADS & HEALD WEALTH MANAGEMENT: ADP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EADS & HEALD WEALTH MANAGEMENT on ADP, newest first. How the timeline and the estimate are built.
EADS & HEALD WEALTH MANAGEMENT held 8,038 ADP shares at 2026-06-30 per its 13F-HR filed 2026-07-31.
the latest 13F is the newest step
- period ended2026-06-3013F 8,038 sharesChange vs previous 13F -172 shares
0.88% of the 13F portfolio, value $1,800,110.
13F-HR 0001035912-26-000003 filed by EADS & HEALD WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 8,210 sharesChange vs previous 13F +611 shares
0.83% of the 13F portfolio, value $1,668,108.
13F-HR 0001035912-26-000002 filed by EADS & HEALD WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 7,599 sharesChange vs previous 13F -24 shares
0.95% of the 13F portfolio, value $1,954,691.
13F-HR 0001035912-26-000001 filed by EADS & HEALD WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,623 sharesChange vs previous 13F -98 shares
1.07% of the 13F portfolio, value $2,237,000.
13F-HR 0001035912-25-000008 filed by EADS & HEALD WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 7,721 sharesChange vs previous 13F -166 shares
1.18% of the 13F portfolio, value $2,381,000.
13F-HR 0001035912-25-000006 filed by EADS & HEALD WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 7,887 sharesChange vs previous 13F -222 shares
1.22% of the 13F portfolio, value $2,410,000.
13F-HR 0001035912-25-000003 filed by EADS & HEALD WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 8,109 sharesChange vs previous 13F -277 shares
1.17% of the 13F portfolio, value $2,374,000.
13F-HR 0001035912-25-000001 filed by EADS & HEALD WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 8,386 sharesChange vs previous 13F not available
1.1% of the 13F portfolio, value $2,321,000.
13F-HR 0001035912-24-000006 filed by EADS & HEALD WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).