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Disclosery

Adams Wealth Management: IYW position timeline

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

Adams Wealth Management held 15,323 IYW 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 15,323 shares
    Change vs previous 13F -289 shares

    0.74% of the 13F portfolio, value $3,864,920.

    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 15,612 shares
    Change vs previous 13F +1,268 shares

    0.62% of the 13F portfolio, value $2,832,329.

    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 14,344 shares
    Change vs previous 13F -775 shares

    0.61% of the 13F portfolio, value $2,864,210.

    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 15,119 shares
    Change vs previous 13F +15,119 shares

    0.63% of the 13F portfolio, value $2,961,207.

    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 0 shares
    Change vs previous 13F -2,228 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 2,228 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $312,900.

    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).