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Disclosery

Private Wealth Partners, LLC: ADI position timeline

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

Private Wealth Partners, LLC held 21,417 ADI shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,417 shares
    Change vs previous 13F -4,135 shares

    0.61% of the 13F portfolio, value $8,506,190.

    13F-HR 0001335851-26-000005 filed by Private Wealth Partners, 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 25,552 shares
    Change vs previous 13F -113 shares

    0.63% of the 13F portfolio, value $8,129,113.

    13F-HR 0001335851-26-000002 filed by Private Wealth Partners, 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 25,665 shares
    Change vs previous 13F -400 shares

    0.49% of the 13F portfolio, value $6,960,348.

    13F-HR 0001335851-26-000001 filed by Private Wealth Partners, 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 26,065 shares
    Change vs previous 13F -285 shares

    0.46% of the 13F portfolio, value $6,404,171.

    13F-HR 0001335851-25-000004 filed by Private Wealth Partners, 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 26,350 shares
    Change vs previous 13F +130 shares

    0.49% of the 13F portfolio, value $6,271,827.

    13F-HR 0001085146-25-004438 filed by Private Wealth Partners, 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 26,220 shares
    Change vs previous 13F -1,255 shares

    0.44% of the 13F portfolio, value $5,287,787.

    13F-HR 0001085146-25-002217 filed by Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 27,475 shares
    Change vs previous 13F +165 shares

    0.45% of the 13F portfolio, value $5,837,339.

    13F-HR 0001085146-25-000680 filed by Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 27,310 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $6,285,943.

    13F-HR 0001085146-24-005212 filed by Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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