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Disclosery

Adams Wealth Management: VHT position timeline

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

Adams Wealth Management held 5,756 VHT 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 5,756 shares
    Change vs previous 13F -2,665 shares

    0.33% of the 13F portfolio, value $1,721,102.

    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 8,421 shares
    Change vs previous 13F -51 shares

    0.5% of the 13F portfolio, value $2,293,291.

    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 8,472 shares
    Change vs previous 13F -3,842 shares

    0.52% of the 13F portfolio, value $2,438,665.

    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 12,314 shares
    Change vs previous 13F -4,991 shares

    0.69% of the 13F portfolio, value $3,196,714.

    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 17,305 shares
    Change vs previous 13F +14,077 shares

    0.82% of the 13F portfolio, value $4,297,524.

    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 3,228 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $854,548.

    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).