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Disclosery

Gem Investment Advisors, LLC: AD position timeline

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

Gem Investment Advisors, LLC held 7,439 AD shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,439 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $269,738.

    13F-HR 0001580018-26-000006 filed by Gem Investment 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 7,439 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $343,235.

    13F-HR 0001580018-26-000004 filed by Gem Investment 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 ended2025-12-31
    13F 7,439 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $398,879.

    13F-HR 0001580018-26-000003 filed by Gem Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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