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Disclosery

Adams Wealth Management: SPYM position timeline

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

Adams Wealth Management held 105,611 SPYM 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 105,611 shares
    Change vs previous 13F +1,139 shares

    1.78% of the 13F portfolio, value $9,281,100.

    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 104,472 shares
    Change vs previous 13F -1,797 shares

    1.76% of the 13F portfolio, value $7,996,291.

    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 106,269 shares
    Change vs previous 13F -9,895 shares

    1.82% of the 13F portfolio, value $8,524,904.

    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 116,164 shares
    Change vs previous 13F -86,841 shares

    1.95% of the 13F portfolio, value $9,100,292.

    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 203,005 shares
    Change vs previous 13F +39,331 shares

    2.81% of the 13F portfolio, value $14,756,437.

    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 163,674 shares
    Change vs previous 13F -43 shares

    2.11% of the 13F portfolio, value $10,763,206.

    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 163,717 shares
    Change vs previous 13F +1,796 shares

    2.16% of the 13F portfolio, value $11,286,654.

    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 161,921 shares
    Change vs previous 13F not available

    2.35% of the 13F portfolio, value $10,931,290.

    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).