Operose Advisors LLC: ADI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Operose Advisors LLC on ADI, newest first. How the timeline and the estimate are built.
Operose Advisors LLC held 1,021 ADI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 1,021 sharesChange vs previous 13F -203 shares
0.08% of the 13F portfolio, value $405,511.
13F-HR 0001909750-26-000007 filed by Operose 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 1,224 sharesChange vs previous 13F +203 shares
0.09% of the 13F portfolio, value $389,403.
13F-HR 0001909750-26-000005 filed by Operose 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 1,021 sharesChange vs previous 13F -10 shares
0.06% of the 13F portfolio, value $276,895.
13F-HR 0001909750-26-000002 filed by Operose 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 1,031 sharesChange vs previous 13F -4 shares
0.06% of the 13F portfolio, value $253,317.
13F-HR 0001909750-25-000013 filed by Operose 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 1,035 sharesChange vs previous 13F +535 shares
0.07% of the 13F portfolio, value $246,351.
13F-HR 0001909750-25-000007 filed by Operose 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 500 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $100,835.
13F-HR 0001909750-25-000005 filed by Operose 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 500 sharesChange vs previous 13F -236 shares
0.04% of the 13F portfolio, value $106,230.
13F-HR 0001909750-25-000002 filed by Operose 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 736 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $169,405.
13F-HR 0001909750-24-000010 filed by Operose Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).