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ADAPT WEALTH ADVISORS, LLC: IAK position timeline

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

ADAPT WEALTH ADVISORS, LLC held 0 IAK 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 -64,165 shares

    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).

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

  2. period ended2025-06-30
    13F 64,165 shares
    Change vs previous 13F +2,061 shares

    3.86% of the 13F portfolio, value $8,627,633.

    13F-HR 0001765380-25-000320 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 ended2025-03-31
    13F 62,104 shares
    Change vs previous 13F +4,720 shares

    4.17% of the 13F portfolio, value $8,558,486.

    13F-HR 0001765380-25-000152 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 ended2024-12-31
    13F 57,384 shares
    Change vs previous 13F +18,401 shares

    3.57% of the 13F portfolio, value $7,257,358.

    13F-HR 0001765380-25-000114 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).

  5. period ended2024-09-30
    13F 38,983 shares
    Change vs previous 13F not available

    2.69% of the 13F portfolio, value $5,030,797.

    13F-HR 0001765380-24-000425 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).