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Disclosery

Adams Wealth Management: DOC position timeline

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

Adams Wealth Management held 16,288 DOC 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 16,288 shares
    Change vs previous 13F +1,382 shares

    0.07% of the 13F portfolio, value $348,563.

    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 14,906 shares
    Change vs previous 13F +3,116 shares

    0.05% of the 13F portfolio, value $244,906.

    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 11,790 shares
    Change vs previous 13F +312 shares

    0.04% of the 13F portfolio, value $189,583.

    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 11,478 shares
    Change vs previous 13F -1,291 shares

    0.05% of the 13F portfolio, value $219,804.

    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 12,769 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $223,585.

    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).