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Adams Wealth Management: D position timeline

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

Adams Wealth Management held 11,091 D 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 11,091 shares
    Change vs previous 13F +1,198 shares

    0.15% of the 13F portfolio, value $757,418.

    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 9,893 shares
    Change vs previous 13F +1,325 shares

    0.13% of the 13F portfolio, value $611,598.

    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 8,568 shares
    Change vs previous 13F +93 shares

    0.11% of the 13F portfolio, value $502,011.

    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 8,475 shares
    Change vs previous 13F -1,339 shares

    0.11% of the 13F portfolio, value $518,428.

    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 9,814 shares
    Change vs previous 13F -2,453 shares

    0.11% of the 13F portfolio, value $554,699.

    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 12,267 shares
    Change vs previous 13F +101 shares

    0.14% of the 13F portfolio, value $687,822.

    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).

  7. period ended2024-12-31
    13F 12,166 shares
    Change vs previous 13F +2,353 shares

    0.13% of the 13F portfolio, value $654,882.

    13F-HR 0001803084-25-000001 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).

  8. period ended2024-09-30
    13F 9,813 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $567,105.

    13F-HR 0001803084-24-000007 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).