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Disclosery

Parcion Private Wealth LLC: ADT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Parcion Private Wealth LLC on ADT, newest first. How the timeline and the estimate are built.

Parcion Private Wealth LLC held 10,315 ADT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,315 shares
    Change vs previous 13F -21,660 shares

    <0.01% of the 13F portfolio, value $67,048.

    13F-HR 0001801263-26-000004 filed by Parcion Private Wealth LLC
    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 31,975 shares
    Change vs previous 13F -24,356 shares

    0.01% of the 13F portfolio, value $210,076.

    13F-HR 0001801263-26-000003 filed by Parcion Private Wealth LLC
    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 56,331 shares
    Change vs previous 13F +15,288 shares

    0.03% of the 13F portfolio, value $454,591.

    13F-HR 0001801263-26-000001 filed by Parcion Private Wealth LLC
    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 41,043 shares
    Change vs previous 13F +25,457 shares

    0.02% of the 13F portfolio, value $357,485.

    13F-HR 0001801263-25-000008 filed by Parcion Private Wealth LLC
    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 15,586 shares
    Change vs previous 13F +2,477 shares

    0.01% of the 13F portfolio, value $132,013.

    13F-HR 0001801263-25-000007 filed by Parcion Private Wealth LLC
    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 13,109 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $106,707.

    13F-HR 0001801263-25-000005 filed by Parcion Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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