Creative Planning

Position in ADT — ADT Inc.

CIK 1540235 OVERLAND PARK, KS

Position in ADT

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$6,296,764

+$2,504,758 QoQ

Shares Held

968,733

+67.8% QoQ

Ownership

0.133%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#74

of 455 holders

Holding Since

Jun 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Creative Planning holds $18,631,899 across 9 Security & Protection Services names. ADT ranks #1 (33.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADT	ADT Inc. This page	968,733	$6,296,764
2	ALLE	Allegion plc	24,017	$3,374,148
3	BRC	Brady Corp	21,536	$1,972,051
4	BCO	Brinks Co	20,020	$1,891,688
5	GEO	Geo Group Inc	52,054	$1,538,195
6	MSA	MSA Safety Inc	8,731	$1,524,257
7	NSSC	Napco Security Technologies, Inc	30,383	$1,153,945
8	CXW	CoreCivic, Inc.	20,233	$614,678

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,296,764	968,733	+67.8%	Shares	Defined	2026-08-13
2026-03-31	$3,792,006	577,170	+34.4%	Shares	Sole	2026-05-12
2025-12-31	$3,465,952	429,486	+9.2%	Shares	Sole	2026-02-17
2025-09-30	$3,424,989	393,225	+875.8%	Shares	Defined	2025-11-14
2025-06-30	$341,315	40,297	+71.3%	Shares	Sole	2025-08-08
2025-03-31	$191,460	23,521	+20.1%	Shares	Sole	2025-05-15
2024-12-31	$135,332	19,585	+81.1%	Shares	Sole	2025-02-14
2024-09-30	$78,199	10,816	-2.9%	Shares	Sole	2024-10-11
2024-03-31	$74,860	11,140	+5.1%	Shares	Sole	2024-05-13
2023-09-30	$63,618	10,603	-34.2%	Shares	Sole	2023-11-16
2023-06-30	$97,185	16,117	—	Shares	Defined	2023-07-21
No filing history on record for this holder in this stock.