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ADAPT WEALTH ADVISORS, LLC: TXUE position timeline

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

ADAPT WEALTH ADVISORS, LLC held 378,641 TXUE 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 378,641 shares
    Change vs previous 13F -13,256 shares

    4.28% of the 13F portfolio, value $13,070,651.

    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 391,897 shares
    Change vs previous 13F +8,188 shares

    4.57% of the 13F portfolio, value $12,615,167.

    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 383,709 shares
    Change vs previous 13F +29,971 shares

    4.14% of the 13F portfolio, value $12,029,279.

    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 353,738 shares
    Change vs previous 13F +159,746 shares

    3.97% of the 13F portfolio, value $10,748,647.

    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 193,992 shares
    Change vs previous 13F +185,482 shares

    2.56% of the 13F portfolio, value $5,732,968.

    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 8,510 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $224,749.

    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).