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Disclosery

Adams Wealth Management: MBB position timeline

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

Adams Wealth Management held 8,259 MBB 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 8,259 shares
    Change vs previous 13F +4,787 shares

    0.15% of the 13F portfolio, value $780,641.

    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 3,472 shares
    Change vs previous 13F -41 shares

    0.07% of the 13F portfolio, value $329,666.

    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 3,513 shares
    Change vs previous 13F -1,431 shares

    0.07% of the 13F portfolio, value $334,508.

    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 4,944 shares
    Change vs previous 13F -57 shares

    0.1% of the 13F portfolio, value $470,422.

    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 5,001 shares
    Change vs previous 13F +140 shares

    0.09% of the 13F portfolio, value $469,544.

    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 4,861 shares
    Change vs previous 13F +91 shares

    0.09% of the 13F portfolio, value $455,865.

    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 4,770 shares
    Change vs previous 13F -774 shares

    0.08% of the 13F portfolio, value $437,314.

    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 5,544 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $531,171.

    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).