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Livermore
Livermore
ZHEN

Martel Wealth Advisors Inc

SEC CIK
0002039437
Latest filing
Jul 13, 2026

ADM holding history

Archer-Daniels-Midland Co in every 13F filed by Martel Wealth Advisors Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ADM overviewAll 13F holders of ADMFull Q2 2026 holdings

Shares (Q2 2026)
39,516
Value
$3.02M
% of portfolio
0.5%
Quarters held
15
Since Q4 2022
Holdings of ADM by Martel Wealth Advisors Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202639,516$3.02M0.5%00.0%UnchangedHolders
Q1 202639,516$2.87M0.5%00.0%UnchangedHolders
Q4 202539,516$2.27M0.4%−27−0.1%ReducedHolders
Q3 202539,543$2.36M0.4%00.0%UnchangedHolders
Q2 202539,543$2.09M0.4%−53−0.1%ReducedHolders
Q1 202539,596$1.90M0.4%00.0%UnchangedHolders
Q4 202439,596$2.00M0.4%−47−0.1%ReducedHolders
Q3 202439,643$2.35M0.5%00.0%UnchangedHolders
Q2 202439,643$2.40M0.5%00.0%UnchangedHolders
Q1 202439,643$2.49M0.5%00.0%UnchangedHolders
Q4 202339,643$2.86M0.7%00.0%UnchangedHolders
Q3 202339,643$2.99M0.7%−256−0.6%ReducedHolders
Q2 202339,899$3.01M0.7%−150.0%ReducedHolders
Q1 202339,914$3.18M0.8%00.0%UnchangedHolders
Q4 202239,914$3.71M1.0%+39,914NewHolders