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Disclosery

Adams Wealth Management: VTIP position timeline

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

Adams Wealth Management held 17,340 VTIP 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 17,340 shares
    Change vs previous 13F +3,350 shares

    0.17% of the 13F portfolio, value $870,988.

    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 13,990 shares
    Change vs previous 13F +992 shares

    0.15% of the 13F portfolio, value $698,800.

    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 12,998 shares
    Change vs previous 13F -1,571 shares

    0.14% of the 13F portfolio, value $642,881.

    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 14,569 shares
    Change vs previous 13F -5 shares

    0.16% of the 13F portfolio, value $737,628.

    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 14,574 shares
    Change vs previous 13F +1,956 shares

    0.14% of the 13F portfolio, value $732,635.

    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 12,618 shares
    Change vs previous 13F +358 shares

    0.12% of the 13F portfolio, value $629,638.

    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 12,260 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $593,629.

    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).