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Disclosery

Adams Wealth Management: SOXX position timeline

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

Adams Wealth Management held 13,467 SOXX 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 13,467 shares
    Change vs previous 13F -4,814 shares

    1.65% of the 13F portfolio, value $8,628,915.

    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 18,281 shares
    Change vs previous 13F -487 shares

    1.32% of the 13F portfolio, value $6,004,310.

    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 18,768 shares
    Change vs previous 13F -3,298 shares

    1.21% of the 13F portfolio, value $5,652,975.

    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 22,066 shares
    Change vs previous 13F -5,046 shares

    1.28% of the 13F portfolio, value $5,981,713.

    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 27,112 shares
    Change vs previous 13F +3,317 shares

    1.23% of the 13F portfolio, value $6,471,720.

    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 23,795 shares
    Change vs previous 13F -1,427 shares

    0.88% of the 13F portfolio, value $4,476,515.

    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 25,222 shares
    Change vs previous 13F +5,467 shares

    1.04% of the 13F portfolio, value $5,435,105.

    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 19,755 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $4,555,323.

    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).