ADT β€” ADT INC DEL

Ownership history in Nova R Wealth, Inc.  Β·  9 quarters on record

AI Ownership Summary

Nova R Wealth, Inc. reported ADT INC DEL (ADT) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.25% in 2025 Q1. The latest visible filing shows ADT at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ADT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Nova R Wealth, Inc.'s position in ADT INC DEL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ADT was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.25% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Nova R Wealth, Inc. held ADT β€” position size vs. price
% of Fund (quarterly)    ADT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 35,257 +236 +0.7% 0.07% $232K 2026-04-17 $7.27
2025 Q4 REDUCED 35,021 -2,513 -6.7% 0.10% $283K 2026-01-14 $8.18
2025 Q3 ADDED 37,534 +243 +0.7% 0.14% $327K 2025-10-23 $8.58
2025 Q2 REDUCED 37,291 -23,865 -39.0% 0.15% $316K 2025-07-17 $8.32
2025 Q1 ADDED 61,156 +476 +0.8% 0.25% $498K 2025-04-23 $7.69
2024 Q4 ADDED 60,680 +468 +0.8% 0.21% $419K 2025-01-30 $7.49
2024 Q3 ADDED 60,212 +450 +0.8% 0.21% $435K 2024-10-15 $6.57
2024 Q2 ADDED 59,762 +512 +0.9% 0.23% $454K 2024-07-18 $7.32
2024 Q1 INITIATED 59,250 β€” β€” 0.21% $398K 2024-04-12 $6.00

FAQ About Nova R Wealth, Inc. and ADT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Nova R Wealth, Inc. reported owning ADT?

Nova R Wealth, Inc. reported ADT across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported ADT position in Nova R Wealth, Inc.'s portfolio?

The largest reported portfolio weight for ADT was 0.25% in 2025 Q1.

What is the latest reported ADT position on this page?

The most recent filing on this page is 2026 Q1, when Nova R Wealth, Inc. reported 35,257 shares, equal to 0.07% of portfolio, with an estimated market value of $232K.

What does the chart on this ADT ownership page compare?

The chart compares Nova R Wealth, Inc.'s quarterly ADT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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