Priebe Wealth Holdings LLC: ADX position timeline

Priebe Wealth Holdings LLC held 149,363 ADX shares at 2025-06-30 per its 13F-HR filed 2025-07-25.

the latest 13F is the newest step

1. period ended2025-06-30

   13F 149,363 shares

   Change vs previous 13F -31,907 shares

   2.81% of the 13F portfolio, value $3,242,671.

   13F-HR 0002009646-25-000004 filed by Priebe Wealth Holdings LLC
   Filed 2025-07-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

2. period ended2025-03-31

   13F 181,270 shares

   Change vs previous 13F -37,981 shares

   2.15% of the 13F portfolio, value $3,442,317.

   13F-HR 0002009646-25-000003 filed by Priebe Wealth Holdings LLC
   Filed 2025-04-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

3. period ended2024-12-31

   13F 219,251 shares

   Change vs previous 13F -31,273 shares

   3% of the 13F portfolio, value $4,428,870.

   13F-HR 0002009646-25-000001 filed by Priebe Wealth Holdings LLC
   Filed 2025-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

4. period ended2024-09-30

   13F 250,524 shares

   Change vs previous 13F -111,491 shares

   3.93% of the 13F portfolio, value $5,401,297.

   13F-HR 0002009646-24-000005 filed by Priebe Wealth Holdings LLC
   Filed 2024-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

5. period ended2024-06-30

   13F 362,015 shares

   Change vs previous 13F +2,165 shares

   6.16% of the 13F portfolio, value $7,779,696.

   13F-HR 0002009646-24-000003 filed by Priebe Wealth Holdings LLC
   Filed 2024-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

6. period ended2024-03-31

   13F 359,850 shares

   Change vs previous 13F +2,796 shares

   5.48% of the 13F portfolio, value $7,024,269.

   13F-HR 0002009646-24-000002 filed by Priebe Wealth Holdings LLC
   Filed 2024-04-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

7. period ended2023-12-31

   13F 357,054 shares

   Change vs previous 13F not available

   5.19% of the 13F portfolio, value $6,323,431.

   13F-HR 0002009646-24-000001 filed by Priebe Wealth Holdings LLC
   Filed 2024-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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