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ADAPT WEALTH ADVISORS, LLC: USTB position timeline

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

ADAPT WEALTH ADVISORS, LLC held 182,656 USTB 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 182,656 shares
    Change vs previous 13F -6,860 shares

    3.02% of the 13F portfolio, value $9,246,060.

    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 189,516 shares
    Change vs previous 13F +8,215 shares

    3.47% of the 13F portfolio, value $9,585,719.

    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 181,301 shares
    Change vs previous 13F +9,163 shares

    3.17% of the 13F portfolio, value $9,217,324.

    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 172,138 shares
    Change vs previous 13F +3,195 shares

    3.24% of the 13F portfolio, value $8,777,315.

    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 168,943 shares
    Change vs previous 13F +9,978 shares

    3.84% of the 13F portfolio, value $8,585,683.

    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 158,965 shares
    Change vs previous 13F +13,643 shares

    3.93% of the 13F portfolio, value $8,051,570.

    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 145,322 shares
    Change vs previous 13F +127,204 shares

    3.59% of the 13F portfolio, value $7,295,172.

    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 18,118 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $920,576.

    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).