Position in ADT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,373
-$996 QoQ
Shares Held
519
-22.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#407
of 453 holders
Holding Since
Sep 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ADT Over Time
Shares Held
Position Value (USD)
Position in Security & Protection Services
Industrials · as of Jun 30, 2026Bell Investment Advisors, Inc holds $13,547 across 5 Security & Protection Services names. ADT ranks #2 (24.9% of the industry book) .
All Filings in ADT
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,373 | 519 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,369 | 665 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $7,085 | 878 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $27,645 | 3,174 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $22,445 | 2,650 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $15,490 | 1,903 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $13,633 | 1,973 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $11,676 | 1,615 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $12,274 | 1,615 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $10,335 | 1,538 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $10,639 | 1,560 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,226 | 371 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,544 | 422 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,359 | 188 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,732 | 191 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,145 | 153 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $442 | 72 | Shares | Sole | 2022-08-12 | |
| 2021-09-30 | $412 | 51 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||