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ADAPT WEALTH ADVISORS, LLC: QEFA position timeline

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

ADAPT WEALTH ADVISORS, LLC held 37,049 QEFA 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 37,049 shares
    Change vs previous 13F -1,729 shares

    1.16% of the 13F portfolio, value $3,557,269.

    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 38,778 shares
    Change vs previous 13F -535 shares

    1.31% of the 13F portfolio, value $3,616,808.

    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 39,313 shares
    Change vs previous 13F -307 shares

    1.23% of the 13F portfolio, value $3,564,494.

    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 39,620 shares
    Change vs previous 13F -409 shares

    1.29% of the 13F portfolio, value $3,482,973.

    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 40,029 shares
    Change vs previous 13F -2,529 shares

    1.53% of the 13F portfolio, value $3,416,054.

    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 42,558 shares
    Change vs previous 13F -1,364 shares

    1.64% of the 13F portfolio, value $3,360,249.

    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 43,922 shares
    Change vs previous 13F -23,541 shares

    1.57% of the 13F portfolio, value $3,184,820.

    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 67,463 shares
    Change vs previous 13F not available

    2.91% of the 13F portfolio, value $5,429,549.

    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).