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Disclosery

Adams Wealth Management: SMBS position timeline

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

Adams Wealth Management held 384,412 SMBS 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 384,412 shares
    Change vs previous 13F +34,724 shares

    1.87% of the 13F portfolio, value $9,771,753.

    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 349,688 shares
    Change vs previous 13F -5,112 shares

    1.96% of the 13F portfolio, value $8,934,528.

    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 354,800 shares
    Change vs previous 13F +2,226 shares

    1.94% of the 13F portfolio, value $9,109,490.

    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 352,574 shares
    Change vs previous 13F -224 shares

    1.94% of the 13F portfolio, value $9,064,678.

    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 352,798 shares
    Change vs previous 13F -142,517 shares

    1.71% of the 13F portfolio, value $8,985,765.

    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 495,315 shares
    Change vs previous 13F not available

    2.47% of the 13F portfolio, value $12,605,767.

    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).