Martel Wealth Advisors LLC: ADM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Martel Wealth Advisors LLC on ADM, newest first. How the timeline and the estimate are built.
Martel Wealth Advisors LLC held 39,516 ADM shares at 2026-06-30 per its 13F-HR filed 2026-07-13.
the latest 13F is the newest step
- period ended2026-06-3013F 39,516 sharesChange vs previous 13F 0 shares
0.47% of the 13F portfolio, value $3,019,022.
13F-HR 0001214659-26-008472 filed by Martel Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 39,516 sharesChange vs previous 13F 0 shares
0.49% of the 13F portfolio, value $2,872,418.
13F-HR 0001214659-26-005396 filed by Martel Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 39,516 sharesChange vs previous 13F -27 shares
0.39% of the 13F portfolio, value $2,271,775.
13F-HR 0001214659-26-000683 filed by Martel Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 39,543 sharesChange vs previous 13F 0 shares
0.41% of the 13F portfolio, value $2,362,299.
13F-HR 0001214659-25-014927 filed by Martel Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 39,543 sharesChange vs previous 13F -53 shares
0.39% of the 13F portfolio, value $2,087,080.
13F-HR 0001214659-25-010550 filed by Martel Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 39,596 sharesChange vs previous 13F 0 shares
0.38% of the 13F portfolio, value $1,901,004.
13F-HR 0001214659-25-005989 filed by Martel Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 39,596 sharesChange vs previous 13F -47 shares
0.39% of the 13F portfolio, value $2,000,390.
13F-HR 0001214659-25-000821 filed by Martel Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 39,643 sharesChange vs previous 13F not available
0.48% of the 13F portfolio, value $2,348,055.
13F-HR 0001214659-24-017366 filed by Martel Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).