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Disclosery

Adams Wealth Management: VPU position timeline

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

Adams Wealth Management held 11,799 VPU 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 11,799 shares
    Change vs previous 13F -2,506 shares

    0.44% of the 13F portfolio, value $2,309,418.

    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 14,305 shares
    Change vs previous 13F -139 shares

    0.62% of the 13F portfolio, value $2,834,393.

    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 14,444 shares
    Change vs previous 13F +7 shares

    0.57% of the 13F portfolio, value $2,672,718.

    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 14,437 shares
    Change vs previous 13F -2,750 shares

    0.59% of the 13F portfolio, value $2,734,512.

    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 17,187 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $3,033,677.

    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).