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
- period ended2025-09-3013F 0 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 64,165 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 62,104 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 57,384 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 38,983 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).