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ADAPT WEALTH ADVISORS, LLC: JHMM position timeline

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

ADAPT WEALTH ADVISORS, LLC held 3,943 JHMM 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 3,943 shares
    Change vs previous 13F -535 shares

    0.1% of the 13F portfolio, value $295,535.

    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 4,478 shares
    Change vs previous 13F -1,922 shares

    0.11% of the 13F portfolio, value $300,587.

    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 6,400 shares
    Change vs previous 13F -1,960 shares

    0.14% of the 13F portfolio, value $419,095.

    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 8,360 shares
    Change vs previous 13F -533 shares

    0.2% of the 13F portfolio, value $540,783.

    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).

  5. period ended2025-06-30
    13F 8,893 shares
    Change vs previous 13F -375 shares

    0.24% of the 13F portfolio, value $543,605.

    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).

  6. period ended2025-03-31
    13F 9,268 shares
    Change vs previous 13F -1,883 shares

    0.26% of the 13F portfolio, value $531,069.

    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).

  7. period ended2024-12-31
    13F 11,151 shares
    Change vs previous 13F -46,881 shares

    0.33% of the 13F portfolio, value $666,063.

    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).

  8. period ended2024-09-30
    13F 58,032 shares
    Change vs previous 13F not available

    1.87% of the 13F portfolio, value $3,493,499.

    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).