Creative Planning

Position in ADT — ADT Inc.

CIK 1540235 OVERLAND PARK, KS

Position in ADT

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$3,792,006

+$326,054 QoQ

Shares Held

577,170

+34.4% QoQ

Ownership

0.073%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

10 quarters on record

Voting authority Sole 0.7704835663669283.ToString("F0")% Shared 0.ToString("F0")% None 99.22951643363307.ToString("F0")%

Industrials · as of Mar 31, 2026

Creative Planning holds $15,018,804 across 9 Security & Protection Services names. ADT ranks #1 (25.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADT	ADT Inc. This page	577,170	$3,792,006
2	ALLE	Allegion plc	21,424	$3,112,692
3	BCO	Brinks Co	24,506	$2,539,556
4	BRC	Brady Corp	22,337	$1,814,657
5	NSSC	Napco Security Technologies, Inc	37,010	$1,457,823
6	MSA	MSA Safety Inc	7,537	$1,235,691
7	GEO	Geo Group Inc	34,002	$571,573
8	CXW	CoreCivic, Inc.	15,286	$289,058

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.