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Disclosery

ADEA ADEIA INC

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COM (common), issuer CIK 1803696

230 managers (232 13F filers) reported a position in ADEA shares at 2025-06-30, 103,365,980 shares in all. 26 filers opened a position and 27 filers sold out during the quarter.

Managers
230
13F filers
232
New
26
Added
93
Reduced
77
Sold out
27
Shares held by filers
103,365,980

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

The latest Form 4 transactions, non-derivative.
OwnerDateSharesPriceFiling
Vachani Diptidirector, officer (Chief Executive Officer)2026-10-12+173,740 A$0Form 4

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Bellwether Advisors, LLC175$2.48K<0.01%new13F-HRTimeline
Larson Financial Group LLC160$2.26K<0.01%+14413F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.170$2K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
True Wealth Design, LLC124$1.75K<0.01%+9913F-HRTimeline
Parallel Advisors, LLC122$1.73K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.122$1.73K<0.01%013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.115$1.63K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management113$1.6K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC109$1.54K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.86$1.22K<0.01%-22113F-HRTimelineGroup
Farther Finance Advisors, LLC78$1.1K<0.01%-66713F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…72$1.02K<0.01%013F-HRTimelineGroup
PICTON MAHONEY ASSET MANAGEMENT98$1K<0.01%-1,64613F-HRTimeline
Hemington Wealth Management95$1K<0.01%013F-HRTimeline
Centerpoint Advisors, LLC43$1K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP70$992<0.01%+5813F-HRTimelineGroup
Bruce G. Allen Investments, LLC70$990<0.01%013F-HRTimeline
Moser Wealth Advisors, LLC52$735<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC48$679<0.01%-5013F-HRTimelineGroup
Clearstead Trust, LLC42$594<0.01%new13F-HRTimeline
Global Retirement Partners, LLC35$495<0.01%13F-HRTimeline
SBI Securities Co., Ltd.28$396<0.01%013F-HRTimeline
Pacific Center for Financial Services17$241<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC11$155<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…10$142<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC8$113<0.01%-77113F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1$14<0.01%013F-HRTimelineGroup
Northwest Capital Management Inc1$14<0.01%013F-HRTimeline
Avion Wealth41$00%new13F-HR/ATimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

Events

  • Vachani Dipti acquired 173,740 ADEA shares on 2026-10-12, Form 4 filed 2026-10-14. 0001908816-26-000007

    Accepted , ingested