ADAPT WEALTH ADVISORS, LLC: IGIB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ADAPT WEALTH ADVISORS, LLC on IGIB, newest first. How the timeline and the estimate are built.
ADAPT WEALTH ADVISORS, LLC held 31,667 IGIB shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 31,667 sharesChange vs previous 13F -2,015 shares
0.55% of the 13F portfolio, value $1,683,734.
13F-HR 0001765380-26-000350 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 ended2026-03-3113F 33,682 sharesChange vs previous 13F -251,140 shares
0.65% of the 13F portfolio, value $1,792,556.
13F-HR 0001765380-26-000197 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 ended2025-12-3113F 284,822 sharesChange vs previous 13F +15,354 shares
5.28% of the 13F portfolio, value $15,346,235.
13F-HR 0001765380-26-000085 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 ended2025-09-3013F 269,468 sharesChange vs previous 13F +79,672 shares
5.39% of the 13F portfolio, value $14,575,503.
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).
- period ended2025-06-3013F 189,796 sharesChange vs previous 13F +4,789 shares
4.52% of the 13F portfolio, value $10,114,251.
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 185,007 sharesChange vs previous 13F +17,263 shares
4.74% of the 13F portfolio, value $9,716,593.
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 167,744 sharesChange vs previous 13F +32,094 shares
4.25% of the 13F portfolio, value $8,640,497.
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 135,650 sharesChange vs previous 13F not available
3.9% of the 13F portfolio, value $7,287,123.
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).