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Disclosery

Adams Wealth Management: ITOT position timeline

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

Adams Wealth Management held 4,760 ITOT 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 4,760 shares
    Change vs previous 13F -488 shares

    0.15% of the 13F portfolio, value $781,925.

    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 5,248 shares
    Change vs previous 13F -1,254 shares

    0.16% of the 13F portfolio, value $747,473.

    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 6,502 shares
    Change vs previous 13F +243 shares

    0.21% of the 13F portfolio, value $966,782.

    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 6,259 shares
    Change vs previous 13F -1,468 shares

    0.2% of the 13F portfolio, value $911,623.

    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 7,727 shares
    Change vs previous 13F -1,133 shares

    0.2% of the 13F portfolio, value $1,043,454.

    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 8,860 shares
    Change vs previous 13F -14 shares

    0.21% of the 13F portfolio, value $1,081,009.

    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 8,874 shares
    Change vs previous 13F -256 shares

    0.22% of the 13F portfolio, value $1,141,374.

    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 9,130 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,146,911.

    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).