ACTION POINT FINANCIAL PLANNING, LLC

Position in ADT — ADT Inc.

CIK 2116119 GRAND RAPIDS, MI

Position in ADT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,216

New position

Shares Held

341

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#414

of 453 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

ACTION POINT FINANCIAL PLANNING, LLC holds $32,499 across 7 Security & Protection Services names. ADT ranks #5 (6.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALLE	Allegion plc	137	$19,244
2	MSA	MSA Safety Inc	20	$3,489
3	BRC	Brady Corp	30	$2,745
4	BCO	Brinks Co	29	$2,738
5	ADT	ADT Inc. This page	341	$2,216
6	CXW	CoreCivic, Inc.	37	$1,122
7	GEO	Geo Group Inc	32	$945

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,216	341	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.