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ADAPT WEALTH ADVISORS, LLC: PPA position timeline

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

ADAPT WEALTH ADVISORS, LLC held 70,753 PPA 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 70,753 shares
    Change vs previous 13F -210 shares

    4.09% of the 13F portfolio, value $12,498,537.

    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 70,963 shares
    Change vs previous 13F -2,051 shares

    4.26% of the 13F portfolio, value $11,758,639.

    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 73,014 shares
    Change vs previous 13F +5,299 shares

    3.93% of the 13F portfolio, value $11,436,214.

    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 67,715 shares
    Change vs previous 13F -6,416 shares

    3.89% of the 13F portfolio, value $10,526,328.

    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 74,131 shares
    Change vs previous 13F +2,303 shares

    4.7% of the 13F portfolio, value $10,503,556.

    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 71,828 shares
    Change vs previous 13F +9,160 shares

    4.08% of the 13F portfolio, value $8,371,582.

    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 62,668 shares
    Change vs previous 13F not available

    3.54% of the 13F portfolio, value $7,189,915.

    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).