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Disclosery

Adams Wealth Management: XLU position timeline

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

Adams Wealth Management held 72,343 XLU 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 72,343 shares
    Change vs previous 13F +1,870 shares

    0.63% of the 13F portfolio, value $3,280,052.

    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 70,473 shares
    Change vs previous 13F +2,377 shares

    0.71% of the 13F portfolio, value $3,233,990.

    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 68,096 shares
    Change vs previous 13F +33,731 shares

    0.62% of the 13F portfolio, value $2,907,033.

    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 34,365 shares
    Change vs previous 13F -4,244 shares

    0.64% of the 13F portfolio, value $2,996,972.

    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 38,609 shares
    Change vs previous 13F +871 shares

    0.6% of the 13F portfolio, value $3,152,811.

    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 37,738 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $2,975,641.

    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).