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Adams Wealth Management: FLOT position timeline

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

Adams Wealth Management held 21,374 FLOT 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 21,374 shares
    Change vs previous 13F -6,438 shares

    0.21% of the 13F portfolio, value $1,091,143.

    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 27,812 shares
    Change vs previous 13F -6,997 shares

    0.31% of the 13F portfolio, value $1,417,021.

    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 34,809 shares
    Change vs previous 13F -5,025 shares

    0.38% of the 13F portfolio, value $1,770,386.

    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 39,834 shares
    Change vs previous 13F -20,238 shares

    0.44% of the 13F portfolio, value $2,034,920.

    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 60,072 shares
    Change vs previous 13F -19,317 shares

    0.58% of the 13F portfolio, value $3,064,873.

    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 79,389 shares
    Change vs previous 13F +15,992 shares

    0.8% of the 13F portfolio, value $4,052,808.

    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 63,397 shares
    Change vs previous 13F +44,971 shares

    0.62% of the 13F portfolio, value $3,225,639.

    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 18,426 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $940,463.

    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).