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Morris Retirement Advisors, LLC

SEC CIK
0001841816
Latest filing
Jul 8, 2026

ADI holding history

Analog Devices Inc in every 13F filed by Morris Retirement Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ADI overviewAll 13F holders of ADIFull Q2 2026 holdings

Shares (Q2 2026)
1,034
Value
$410.6K
% of portfolio
0.1%
Quarters held
12
Since Q3 2021
Holdings of ADI by Morris Retirement Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,034$410.6K0.1%00.0%UnchangedHolders
Q1 20261,034$328.8K0.1%+4+0.4%AddedHolders
Q4 20251,030$279.4K0.1%−10−1.0%ReducedHolders
Q3 20251,040$255.6K0.1%+10+1.0%AddedHolders
Q2 20251,030$245.1K0.1%+20+2.0%AddedHolders
Q1 20251,010$203.6K0.1%+1+0.1%AddedHolders
Q4 20241,009$214.4K0.1%00.0%UnchangedHolders
Q3 20241,009$232.3K0.1%+18+1.8%AddedHolders
Q2 2024991$226.2K0.1%+991NewHolders
Q4 20230$00.0%−2,534−100.0%Sold outHolders
Q3 20232,534$443.7K0.3%+61+2.5%AddedHolders
Q2 20232,473$481.8K0.3%+2,473NewHolders
Q4 20210$00.0%−1,363−100.0%Sold outHolders
Q3 20211,363$228.0K0.2%+1,363NewHolders