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Disclosery

Adams Wealth Management: IVOL position timeline

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

Adams Wealth Management held 13,291 IVOL 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 13,291 shares
    Change vs previous 13F -430,215 shares

    0.04% of the 13F portfolio, value $229,801.

    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 443,506 shares
    Change vs previous 13F +23,998 shares

    1.82% of the 13F portfolio, value $8,297,993.

    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 419,508 shares
    Change vs previous 13F -842 shares

    1.71% of the 13F portfolio, value $8,037,773.

    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 420,350 shares
    Change vs previous 13F -49,683 shares

    1.74% of the 13F portfolio, value $8,104,355.

    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 470,033 shares
    Change vs previous 13F -34,690 shares

    1.75% of the 13F portfolio, value $9,193,853.

    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 504,723 shares
    Change vs previous 13F -36,271 shares

    1.85% of the 13F portfolio, value $9,428,233.

    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 540,994 shares
    Change vs previous 13F not available

    1.84% of the 13F portfolio, value $9,597,566.

    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).