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Disclosery

Adams Wealth Management: XSD position timeline

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

Adams Wealth Management held 16,822 XSD 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 16,822 shares
    Change vs previous 13F -5,861 shares

    2.01% of the 13F portfolio, value $10,491,713.

    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 22,683 shares
    Change vs previous 13F -665 shares

    1.62% of the 13F portfolio, value $7,397,448.

    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 23,348 shares
    Change vs previous 13F -2,196 shares

    1.6% of the 13F portfolio, value $7,508,774.

    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 25,544 shares
    Change vs previous 13F -8,402 shares

    1.75% of the 13F portfolio, value $8,151,648.

    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 33,946 shares
    Change vs previous 13F -3,169 shares

    1.66% of the 13F portfolio, value $8,707,529.

    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 37,115 shares
    Change vs previous 13F +2,408 shares

    1.46% of the 13F portfolio, value $7,451,625.

    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 34,707 shares
    Change vs previous 13F +1,528 shares

    1.65% of the 13F portfolio, value $8,623,475.

    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).

  8. period ended2024-09-30
    13F 33,179 shares
    Change vs previous 13F not available

    1.71% of the 13F portfolio, value $7,971,312.

    13F-HR 0001803084-24-000007 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).