ADAPT WEALTH ADVISORS, LLC: EPI position timeline

ADAPT WEALTH ADVISORS, LLC held 0 EPI shares at 2025-09-30 per its 13F-HR filed 2025-11-10.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -171,999 shares

   13F-HR 0001765380-25-000455 filed by ADAPT WEALTH ADVISORS, LLC
   Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 171,999 shares

   Change vs previous 13F +1,925 shares

   3.65% of the 13F portfolio, value $8,164,792.

   13F-HR 0001765380-25-000320 filed by ADAPT WEALTH ADVISORS, LLC
   Filed 2025-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F 170,074 shares

   Change vs previous 13F +30,524 shares

   3.63% of the 13F portfolio, value $7,433,938.

   13F-HR 0001765380-25-000152 filed by ADAPT WEALTH ADVISORS, LLC
   Filed 2025-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 139,550 shares

   Change vs previous 13F -6,672 shares

   3.11% of the 13F portfolio, value $6,317,432.

   13F-HR 0001765380-25-000114 filed by ADAPT WEALTH ADVISORS, LLC
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 146,222 shares

   Change vs previous 13F not available

   3.95% of the 13F portfolio, value $7,378,362.

   13F-HR 0001765380-24-000425 filed by ADAPT WEALTH ADVISORS, LLC
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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