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Disclosery

Adams Wealth Management: EWI position timeline

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

Adams Wealth Management held 145,167 EWI 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 145,167 shares
    Change vs previous 13F -3,589 shares

    1.65% of the 13F portfolio, value $8,599,704.

    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 148,756 shares
    Change vs previous 13F +2,040 shares

    1.74% of the 13F portfolio, value $7,946,544.

    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 146,716 shares
    Change vs previous 13F -6,302 shares

    1.7% of the 13F portfolio, value $7,971,079.

    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 153,018 shares
    Change vs previous 13F -40,570 shares

    1.7% of the 13F portfolio, value $7,949,283.

    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 193,588 shares
    Change vs previous 13F -21,090 shares

    1.77% of the 13F portfolio, value $9,319,326.

    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 214,678 shares
    Change vs previous 13F -55,751 shares

    1.78% of the 13F portfolio, value $9,085,178.

    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 270,429 shares
    Change vs previous 13F +47,002 shares

    1.86% of the 13F portfolio, value $9,727,191.

    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 223,427 shares
    Change vs previous 13F not available

    1.87% of the 13F portfolio, value $8,704,720.

    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).