Pasadena Private Wealth, LLC

SEC CIK: 0001760578
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

ADC holding history

Agree Realty Corp in every 13F filed by Pasadena Private Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ADC overview All 13F holders of ADC Full Q2 2026 holdings

Shares (Q2 2026): 20,948
Value: $1.59M
% of portfolio: 0.2%
Quarters held: 3; Since Q4 2025

Holdings of ADC by Pasadena Private Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	20,948	$1.59M	0.2%	+2,166+11.5%	Added	Holders
Q1 2026	18,782	$1.42M	0.2%	+47+0.3%	Added	Holders
Q4 2025	18,735	$1.35M	0.2%	+18,735	New	Holders