Skip to content
Disclosery

Adams Wealth Management: IYH position timeline

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

Adams Wealth Management held 19,830 IYH 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 19,830 shares
    Change vs previous 13F -323 shares

    0.25% of the 13F portfolio, value $1,328,808.

    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 20,153 shares
    Change vs previous 13F +2,992 shares

    0.27% of the 13F portfolio, value $1,242,231.

    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 17,161 shares
    Change vs previous 13F -7,623 shares

    0.24% of the 13F portfolio, value $1,117,181.

    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 24,784 shares
    Change vs previous 13F -27,130 shares

    0.31% of the 13F portfolio, value $1,455,316.

    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 51,914 shares
    Change vs previous 13F -77,378 shares

    0.56% of the 13F portfolio, value $2,932,103.

    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 129,292 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $7,872,590.

    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).