HB Wealth Management, LLC

Position in ADT — ADT Inc.

CIK 1911253 Atlanta, GA

Position in ADT

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$197,211

-$62,820 QoQ

Shares Held

30,017

-6.8% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

HB Wealth Management, LLC holds $1,110,150 across 5 Security & Protection Services names. ADT ranks #4 (17.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALLE	Allegion plc	3,155	$458,389
2	EVLV	Evolv Technologies Holdings, Inc.	36,917	$223,347
3	MSA	MSA Safety Inc	1,252	$205,265
4	ADT	ADT Inc. This page	30,017	$197,211
5	BAER	Bridger Aerospace Group Holdings, Inc.	13,100	$25,938

3 filing rows on record

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