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Disclosery

Adams Wealth Management: VGIT position timeline

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

Adams Wealth Management held 70,398 VGIT 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 70,398 shares
    Change vs previous 13F -70,849 shares

    0.79% of the 13F portfolio, value $4,152,074.

    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 141,247 shares
    Change vs previous 13F +857 shares

    1.85% of the 13F portfolio, value $8,411,259.

    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 140,390 shares
    Change vs previous 13F +4,052 shares

    1.8% of the 13F portfolio, value $8,413,573.

    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 136,338 shares
    Change vs previous 13F -8,286 shares

    1.75% of the 13F portfolio, value $8,184,370.

    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 144,624 shares
    Change vs previous 13F -44,953 shares

    1.65% of the 13F portfolio, value $8,649,961.

    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 189,577 shares
    Change vs previous 13F not available

    2.21% of the 13F portfolio, value $11,260,874.

    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).