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STUART INVESTMENT ADVISORS, INC.: ADP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of STUART INVESTMENT ADVISORS, INC. on ADP, newest first. How the timeline and the estimate are built.

STUART INVESTMENT ADVISORS, INC. held 1,468 ADP shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,468 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $328,759.

    13F-HR 0001951757-26-001094 filed by STUART INVESTMENT ADVISORS, INC.
    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 1,468 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $298,268.

    13F-HR 0001951757-26-000673 filed by STUART INVESTMENT ADVISORS, INC.
    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 1,468 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $377,614.

    13F-HR 0001951757-26-000458 filed by STUART INVESTMENT ADVISORS, INC.
    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 1,468 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $430,858.

    13F-HR 0001951757-25-001239 filed by STUART INVESTMENT ADVISORS, INC.
    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 1,468 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $452,731.

    13F-HR 0001951757-25-000953 filed by STUART INVESTMENT ADVISORS, INC.
    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 1,468 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $448,518.

    13F-HR 0001951757-25-000432 filed by STUART INVESTMENT ADVISORS, INC.
    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 1,468 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $429,728.

    13F-HR 0001951757-25-000220 filed by STUART INVESTMENT ADVISORS, INC.
    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/A 1,468 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $406,240.

    13F-HR/A 0001951757-24-001084 filed by STUART INVESTMENT ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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