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ADAPT WEALTH ADVISORS, LLC: SPMO position timeline

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

ADAPT WEALTH ADVISORS, LLC held 146,285 SPMO 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 146,285 shares
    Change vs previous 13F -3,866 shares

    7.73% of the 13F portfolio, value $23,630,833.

    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 150,151 shares
    Change vs previous 13F +7,783 shares

    6.1% of the 13F portfolio, value $16,833,375.

    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 142,368 shares
    Change vs previous 13F +32,798 shares

    5.84% of the 13F portfolio, value $16,987,392.

    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 109,570 shares
    Change vs previous 13F not available

    4.9% of the 13F portfolio, value $13,264,544.

    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).