ADE, LLC

All 13F Filings

Location
Baltimore, MD
Most recent 13F
Q2 2026
Holdings value ($000)
236,656
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/4/2026 93 236,656 13F-HR ADE, LLC
Q1 2026 5/14/2026 86 208,611 13F-HR ADE, LLC
Q4 2025 2/10/2026 85 206,510 13F-HR ADE, LLC
Q3 2025 11/7/2025 84 197,836 13F-HR ADE, LLC
Q2 2025 8/12/2025 79 187,984 13F-HR ADE, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 57.75 K 24.4% 28.84 K 0 28.84 K
ETFs 178.9 K 75.6% 0 791 -791
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Fund Snapshot

Q2 2026
Latest filed
8/4/2026
Total value ($000)
236,656
Holdings
93
QoQ value change ($000)
28,045 (13.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.