Position in ADT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$239,154
-$1,932,769 QoQ
Shares Held
36,793
-88.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#249
of 453 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in ADT Over Time
Shares Held
Position Value (USD)
Position in Security & Protection Services
Industrials · as of Jun 30, 2026EVOLVE PRIVATE WEALTH, LLC holds $638,090 across 2 Security & Protection Services names. ADT ranks #2 (37.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BCO |
Brinks Co
|
4,222 | $398,936 | |
| 2 | ADT |
ADT Inc.
This page
|
36,793 | $239,154 |
All Filings in ADT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,154 | 36,793 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $2,171,923 | 330,582 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $2,812,572 | 348,522 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||