Lummis Asset Management, LP: ADP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lummis Asset Management, LP on ADP, newest first. How the timeline and the estimate are built.
Lummis Asset Management, LP held 2,019 ADP shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 2,019 sharesChange vs previous 13F -11 shares
0.31% of the 13F portfolio, value $513,591.
13F-HR 0002011652-26-000003 filed by Lummis Asset Management, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,030 sharesChange vs previous 13F -15 shares
0.25% of the 13F portfolio, value $425,963.
13F-HR 0002011652-26-000002 filed by Lummis Asset Management, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,045 sharesChange vs previous 13F -18 shares
0.32% of the 13F portfolio, value $526,035.
13F-HR 0002011652-26-000001 filed by Lummis Asset Management, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,063 sharesChange vs previous 13F -7 shares
0.4% of the 13F portfolio, value $605,490.
13F-HR 0002011652-25-000006 filed by Lummis Asset Management, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,070 sharesChange vs previous 13F 0 shares
0.41% of the 13F portfolio, value $634,316.
13F-HR 0002011652-25-000004 filed by Lummis Asset Management, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,070 sharesChange vs previous 13F +1,572 shares
0.43% of the 13F portfolio, value $624,697.
13F-HR 0002011652-25-000002 filed by Lummis Asset Management, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 498 sharesChange vs previous 13F -1 shares
0.18% of the 13F portfolio, value $145,780.
13F-HR 0002011652-25-000001 filed by Lummis Asset Management, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 499 sharesChange vs previous 13F not available
0.16% of the 13F portfolio, value $138,088.
13F-HR 0002011652-24-000004 filed by Lummis Asset Management, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).