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Disclosery

Adams Wealth Management: ICVT position timeline

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

Adams Wealth Management held 121,966 ICVT 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 121,966 shares
    Change vs previous 13F -10,603 shares

    2.84% of the 13F portfolio, value $14,848,192.

    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 132,569 shares
    Change vs previous 13F +571 shares

    2.96% of the 13F portfolio, value $13,494,200.

    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 131,998 shares
    Change vs previous 13F -3,381 shares

    2.77% of the 13F portfolio, value $13,001,778.

    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 135,379 shares
    Change vs previous 13F -29,219 shares

    2.9% of the 13F portfolio, value $13,544,639.

    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 164,598 shares
    Change vs previous 13F -7,818 shares

    2.82% of the 13F portfolio, value $14,830,306.

    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 172,416 shares
    Change vs previous 13F -3,962 shares

    2.83% of the 13F portfolio, value $14,415,661.

    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 176,378 shares
    Change vs previous 13F +15,157 shares

    2.87% of the 13F portfolio, value $14,986,604.

    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 161,221 shares
    Change vs previous 13F not available

    2.89% of the 13F portfolio, value $13,489,320.

    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).