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ADAPT WEALTH ADVISORS, LLC: TFC position timeline

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

ADAPT WEALTH ADVISORS, LLC held 0 TFC 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 0 shares
    Change vs previous 13F -16,598 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 16,598 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $763,010.

    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 16,598 shares
    Change vs previous 13F -2,494 shares

    0.28% of the 13F portfolio, value $816,788.

    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 19,092 shares
    Change vs previous 13F -614 shares

    0.32% of the 13F portfolio, value $872,886.

    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 19,706 shares
    Change vs previous 13F -750 shares

    0.38% of the 13F portfolio, value $847,161.

    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 20,456 shares
    Change vs previous 13F +9,021 shares

    0.41% of the 13F portfolio, value $841,764.

    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 11,435 shares
    Change vs previous 13F +3,385 shares

    0.24% of the 13F portfolio, value $496,050.

    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 8,050 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $344,299.

    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).