HB Wealth Management, LLC

Position in ADT — ADT Inc.

CIK 1911253 Atlanta, GA

Position in ADT

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$169,006

-$28,205 QoQ

Shares Held

26,001

-13.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#280

of 456 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

HB Wealth Management, LLC holds $1,388,298 across 5 Security & Protection Services names. ADT ranks #4 (12.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALLE	Allegion plc	4,826	$678,004
2	MSA	MSA Safety Inc	1,721	$300,452
3	EVLV	Evolv Technologies Holdings, Inc.	37,187	$215,684
4	ADT	ADT Inc. This page	26,001	$169,006
5	BAER	Bridger Aerospace Group Holdings, Inc.	13,100	$25,152

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$169,006	26,001	-13.4%	Shares	Sole	2026-07-29
2026-03-31	$197,211	30,017	-6.8%	Shares	Sole	2026-04-27
2025-12-31	$260,031	32,222	+14.8%	Shares	Sole	2026-01-28
2025-09-30	$244,402	28,060	—	Shares	Sole	2025-10-23
No filing history on record for this holder in this stock.