Position in ADEA
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$294,723
+$40,991 QoQ
Shares Held
8,950
-15.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#197
of 300 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ADEA Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Carmel Capital Partners, LLC holds $2,953,412 across 4 Software - Application names. ADEA ranks #3 (10.0% of the industry book) .
All Filings in ADEA
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $294,723 | 8,950 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $253,732 | 10,559 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $182,625 | 10,587 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $213,091 | 12,684 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $179,351 | 12,684 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $170,590 | 12,904 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $164,167 | 11,743 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $317,413 | 26,651 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $305,585 | 27,321 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $298,290 | 27,316 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $338,445 | 27,316 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $32,766 | 3,068 | Shares | Sole | 2023-10-27 | |
| No filing history on record for this holder in this stock. | ||||||