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ADAPT WEALTH ADVISORS, LLC: CDX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ADAPT WEALTH ADVISORS, LLC on CDX, newest first. How the timeline and the estimate are built.

ADAPT WEALTH ADVISORS, LLC held 201,459 CDX shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 201,459 shares
    Change vs previous 13F -12,701 shares

    1.39% of the 13F portfolio, value $4,254,814.

    13F-HR 0001765380-26-000350 filed by ADAPT WEALTH ADVISORS, LLC
    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 214,160 shares
    Change vs previous 13F -14,189 shares

    1.66% of the 13F portfolio, value $4,570,174.

    13F-HR 0001765380-26-000197 filed by ADAPT WEALTH ADVISORS, LLC
    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 228,349 shares
    Change vs previous 13F +104,492 shares

    1.75% of the 13F portfolio, value $5,085,332.

    13F-HR 0001765380-26-000085 filed by ADAPT WEALTH ADVISORS, LLC
    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 123,857 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $2,837,564.

    13F-HR 0001765380-25-000455 filed by ADAPT WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).