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HERITAGE INVESTORS MANAGEMENT CORP: ADI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HERITAGE INVESTORS MANAGEMENT CORP on ADI, newest first. How the timeline and the estimate are built.

HERITAGE INVESTORS MANAGEMENT CORP held 4,000 ADI shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,000 shares
    Change vs previous 13F -415 shares

    0.04% of the 13F portfolio, value $1,589,000.

    13F-HR 0000937589-26-000003 filed by HERITAGE INVESTORS MANAGEMENT CORP
    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 4,415 shares
    Change vs previous 13F -124 shares

    0.04% of the 13F portfolio, value $1,405,000.

    13F-HR 0000937589-26-000002 filed by HERITAGE INVESTORS MANAGEMENT CORP
    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 4,539 shares
    Change vs previous 13F -250 shares

    0.04% of the 13F portfolio, value $1,231,000.

    13F-HR 0000937589-26-000001 filed by HERITAGE INVESTORS MANAGEMENT CORP
    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 4,789 shares
    Change vs previous 13F -522 shares

    0.04% of the 13F portfolio, value $1,177,000.

    13F-HR 0000937589-25-000006 filed by HERITAGE INVESTORS MANAGEMENT CORP
    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 5,311 shares
    Change vs previous 13F -60 shares

    0.04% of the 13F portfolio, value $1,264,000.

    13F-HR 0000937589-25-000003 filed by HERITAGE INVESTORS MANAGEMENT CORP
    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 5,371 shares
    Change vs previous 13F -30 shares

    0.04% of the 13F portfolio, value $1,083,000.

    13F-HR 0000937589-25-000002 filed by HERITAGE INVESTORS MANAGEMENT CORP
    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 5,401 shares
    Change vs previous 13F +313 shares

    0.04% of the 13F portfolio, value $1,147,000.

    13F-HR 0000937589-25-000001 filed by HERITAGE INVESTORS MANAGEMENT CORP
    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 5,088 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,171,000.

    13F-HR 0000937589-24-000004 filed by HERITAGE INVESTORS MANAGEMENT CORP
    Filed (acceptance time not in the bulk data set), ingested

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