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Disclosery

Adams Wealth Management: XLP position timeline

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

Adams Wealth Management held 36,323 XLP 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 36,323 shares
    Change vs previous 13F +2,539 shares

    0.58% of the 13F portfolio, value $3,017,352.

    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 33,784 shares
    Change vs previous 13F +2,274 shares

    0.61% of the 13F portfolio, value $2,769,612.

    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 31,510 shares
    Change vs previous 13F +22,174 shares

    0.52% of the 13F portfolio, value $2,447,697.

    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 9,336 shares
    Change vs previous 13F -3,543 shares

    0.16% of the 13F portfolio, value $731,662.

    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 12,879 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,042,813.

    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).