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Disclosery

Adams Wealth Management: IYK position timeline

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

Adams Wealth Management held 9,759 IYK 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 9,759 shares
    Change vs previous 13F -4,036 shares

    0.14% of the 13F portfolio, value $709,089.

    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 13,795 shares
    Change vs previous 13F -2,484 shares

    0.21% of the 13F portfolio, value $966,064.

    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 16,279 shares
    Change vs previous 13F -8,317 shares

    0.23% of the 13F portfolio, value $1,089,391.

    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 24,596 shares
    Change vs previous 13F +6,925 shares

    0.36% of the 13F portfolio, value $1,682,120.

    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 17,671 shares
    Change vs previous 13F -70,532 shares

    0.24% of the 13F portfolio, value $1,245,452.

    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 88,203 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $6,312,689.

    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).