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Disclosery

Adams Wealth Management: HYG position timeline

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

Adams Wealth Management held 11,763 HYG 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 11,763 shares
    Change vs previous 13F +1,901 shares

    0.18% of the 13F portfolio, value $940,687.

    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 9,862 shares
    Change vs previous 13F -1,161 shares

    0.17% of the 13F portfolio, value $784,621.

    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 11,023 shares
    Change vs previous 13F +328 shares

    0.19% of the 13F portfolio, value $888,784.

    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 10,695 shares
    Change vs previous 13F -1,603 shares

    0.19% of the 13F portfolio, value $868,327.

    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 12,298 shares
    Change vs previous 13F -7,329 shares

    0.19% of the 13F portfolio, value $991,834.

    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 19,627 shares
    Change vs previous 13F +3,292 shares

    0.3% of the 13F portfolio, value $1,548,374.

    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 16,335 shares
    Change vs previous 13F +2,891 shares

    0.25% of the 13F portfolio, value $1,284,748.

    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 13,444 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,079,553.

    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).