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Disclosery

Adams Wealth Management: IVV position timeline

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

Adams Wealth Management held 41,055 IVV 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 41,055 shares
    Change vs previous 13F -661 shares

    5.89% of the 13F portfolio, value $30,745,573.

    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 41,716 shares
    Change vs previous 13F +463 shares

    5.98% of the 13F portfolio, value $27,249,216.

    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 41,253 shares
    Change vs previous 13F -648 shares

    6.03% of the 13F portfolio, value $28,255,733.

    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 41,901 shares
    Change vs previous 13F -6,219 shares

    6.01% of the 13F portfolio, value $28,044,245.

    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 48,120 shares
    Change vs previous 13F +2,718 shares

    5.69% of the 13F portfolio, value $29,877,936.

    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 45,402 shares
    Change vs previous 13F -13,864 shares

    5.01% of the 13F portfolio, value $25,511,587.

    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 59,266 shares
    Change vs previous 13F +15,077 shares

    6.67% of the 13F portfolio, value $34,888,921.

    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 44,189 shares
    Change vs previous 13F not available

    5.47% of the 13F portfolio, value $25,489,311.

    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).