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Disclosery

Adams Wealth Management: ACWX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Adams Wealth Management on ACWX, newest first. How the timeline and the estimate are built.

Adams Wealth Management held 80,695 ACWX shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 80,695 shares
    Change vs previous 13F -13,091 shares

    1.18% of the 13F portfolio, value $6,141,696.

    13F-HR 0001803084-26-000007 filed by Adams Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 93,786 shares
    Change vs previous 13F +532 shares

    1.41% of the 13F portfolio, value $6,421,527.

    13F-HR 0001803084-26-000003 filed by Adams Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 93,254 shares
    Change vs previous 13F -2,367 shares

    1.34% of the 13F portfolio, value $6,260,141.

    13F-HR 0001803084-26-000001 filed by Adams Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 95,621 shares
    Change vs previous 13F -16,290 shares

    1.33% of the 13F portfolio, value $6,216,321.

    13F-HR 0001803084-25-000010 filed by Adams Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 111,911 shares
    Change vs previous 13F +71,681 shares

    1.3% of the 13F portfolio, value $6,819,856.

    13F-HR 0001803084-25-000009 filed by Adams Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 40,230 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $2,230,753.

    13F-HR 0001803084-25-000004 filed by Adams Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).