Skip to content

ADAPT WEALTH ADVISORS, LLC: PAVE position timeline

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

ADAPT WEALTH ADVISORS, LLC held 210,835 PAVE 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 210,835 shares
    Change vs previous 13F -1,532 shares

    4.06% of the 13F portfolio, value $12,422,377.

    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 212,367 shares
    Change vs previous 13F -1,669 shares

    3.91% of the 13F portfolio, value $10,790,349.

    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 214,036 shares
    Change vs previous 13F +9,829 shares

    3.52% of the 13F portfolio, value $10,228,786.

    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 204,207 shares
    Change vs previous 13F +5,269 shares

    3.59% of the 13F portfolio, value $9,726,385.

    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 198,938 shares
    Change vs previous 13F +5,269 shares

    3.88% of the 13F portfolio, value $8,669,725.

    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 193,669 shares
    Change vs previous 13F +14,995 shares

    3.56% of the 13F portfolio, value $7,307,141.

    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 178,674 shares
    Change vs previous 13F +56,445 shares

    3.55% of the 13F portfolio, value $7,220,216.

    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 122,229 shares
    Change vs previous 13F not available

    2.69% of the 13F portfolio, value $5,030,946.

    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).