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ADAPT WEALTH ADVISORS, LLC: SMTH position timeline

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

ADAPT WEALTH ADVISORS, LLC held 682,887 SMTH 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 682,887 shares
    Change vs previous 13F -38,645 shares

    5.75% of the 13F portfolio, value $17,577,508.

    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 721,532 shares
    Change vs previous 13F +9,375 shares

    6.73% of the 13F portfolio, value $18,583,050.

    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 712,157 shares
    Change vs previous 13F +39,606 shares

    6.39% of the 13F portfolio, value $18,565,921.

    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 672,551 shares
    Change vs previous 13F +61,529 shares

    6.5% of the 13F portfolio, value $17,593,938.

    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 611,022 shares
    Change vs previous 13F +17,705 shares

    7.06% of the 13F portfolio, value $15,794,930.

    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 593,317 shares
    Change vs previous 13F +178,866 shares

    7.49% of the 13F portfolio, value $15,358,011.

    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 414,451 shares
    Change vs previous 13F +69,280 shares

    5.21% of the 13F portfolio, value $10,576,794.

    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 345,171 shares
    Change vs previous 13F not available

    4.88% of the 13F portfolio, value $9,126,332.

    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).