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Disclosery

J. W. Coons Advisors, LLC: ADI position timeline

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

J. W. Coons Advisors, LLC held 14,510 ADI shares at 2025-06-30 per its 13F-HR filed 2025-08-05.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 14,510 shares
    Change vs previous 13F -1,144 shares

    0.78% of the 13F portfolio, value $3,453,671.

    13F-HR 0001765380-25-000287 filed by J. W. Coons 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 ended2025-03-31
    13F 15,654 shares
    Change vs previous 13F -525 shares

    0.83% of the 13F portfolio, value $3,157,036.

    13F-HR 0001765380-25-000170 filed by J. W. Coons 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 ended2024-12-31
    13F 16,179 shares
    Change vs previous 13F +218 shares

    0.88% of the 13F portfolio, value $3,437,468.

    13F-HR 0001765380-25-000034 filed by J. W. Coons Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 15,961 shares
    Change vs previous 13F -35 shares

    0.92% of the 13F portfolio, value $3,673,806.

    13F-HR 0001765380-24-000409 filed by J. W. Coons Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 15,996 shares
    Change vs previous 13F +585 shares

    0.88% of the 13F portfolio, value $3,651,289.

    13F-HR 0001765380-24-000246 filed by J. W. Coons Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 15,411 shares
    Change vs previous 13F +2,003 shares

    0.69% of the 13F portfolio, value $3,048,162.

    13F-HR 0001765380-24-000199 filed by J. W. Coons Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F/A 13,408 shares
    Change vs previous 13F +19 shares

    0.72% of the 13F portfolio, value $2,662,293.

    13F-HR/A 0001765380-24-000143 filed by J. W. Coons Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 13,389 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $2,344,281.

    13F-HR 0001765380-23-000214 filed by J. W. Coons Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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