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Generation Capital Management LLC: ADX position timeline

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

Generation Capital Management LLC held 13,829 ADX shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,829 shares
    Change vs previous 13F +247 shares

    0.22% of the 13F portfolio, value $353,326.

    13F-HR 0001214659-26-010030 filed by Generation Capital 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 13,582 shares
    Change vs previous 13F -30,314 shares

    0.22% of the 13F portfolio, value $297,308.

    13F-HR 0001214659-26-005813 filed by Generation Capital 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 43,896 shares
    Change vs previous 13F -2,575 shares

    0.66% of the 13F portfolio, value $1,023,652.

    13F-HR 0001214659-26-001664 filed by Generation Capital 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 46,471 shares
    Change vs previous 13F -831 shares

    0.75% of the 13F portfolio, value $1,036,307.

    13F-HR 0001214659-25-016064 filed by Generation Capital 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 47,302 shares
    Change vs previous 13F -3,027 shares

    0.81% of the 13F portfolio, value $1,026,926.

    13F-HR 0001214659-25-011913 filed by Generation Capital 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 50,329 shares
    Change vs previous 13F +1,138 shares

    0.86% of the 13F portfolio, value $955,740.

    13F-HR 0001214659-25-007236 filed by Generation Capital 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 49,191 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $993,658.

    13F-HR 0001214659-25-002527 filed by Generation Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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