Skip to content
Disclosery

Tower View Wealth Management LLC: ADI position timeline

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

Tower View Wealth Management LLC held 8,592 ADI shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,592 shares
    Change vs previous 13F -266 shares

    1.5% of the 13F portfolio, value $3,412,615.

    13F-HR 0001729045-26-000003 filed by Tower View Wealth Management 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 8,858 shares
    Change vs previous 13F -106 shares

    1.45% of the 13F portfolio, value $2,817,995.

    13F-HR 0001729045-26-000002 filed by Tower View Wealth Management 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 8,964 shares
    Change vs previous 13F -144 shares

    1.2% of the 13F portfolio, value $2,431,064.

    13F-HR 0001729045-26-000001 filed by Tower View Wealth Management 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 9,108 shares
    Change vs previous 13F -70 shares

    1.16% of the 13F portfolio, value $2,237,893.

    13F-HR 0001729045-25-000008 filed by Tower View Wealth Management 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 9,178 shares
    Change vs previous 13F -210 shares

    1.13% of the 13F portfolio, value $2,184,429.

    13F-HR 0001729045-25-000006 filed by Tower View Wealth Management 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 9,388 shares
    Change vs previous 13F -1,568 shares

    1.1% of the 13F portfolio, value $1,893,364.

    13F-HR 0001729045-25-000005 filed by Tower View Wealth Management 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 10,956 shares
    Change vs previous 13F -286 shares

    1.23% of the 13F portfolio, value $2,327,776.

    13F-HR 0001729045-25-000001 filed by Tower View Wealth Management 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 11,242 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $2,587,660.

    13F-HR 0001729045-24-000005 filed by Tower View Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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