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ADAPT WEALTH ADVISORS, LLC: VO position timeline

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

ADAPT WEALTH ADVISORS, LLC held 42,380 VO 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 42,380 shares
    Change vs previous 13F +31,044 shares

    1.12% of the 13F portfolio, value $3,414,586.

    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 11,336 shares
    Change vs previous 13F -641 shares

    1.18% of the 13F portfolio, value $3,255,531.

    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 11,977 shares
    Change vs previous 13F -1,133 shares

    1.2% of the 13F portfolio, value $3,476,083.

    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 13,110 shares
    Change vs previous 13F -298 shares

    1.42% of the 13F portfolio, value $3,851,029.

    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 13,408 shares
    Change vs previous 13F -196 shares

    1.68% of the 13F portfolio, value $3,751,934.

    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 13,604 shares
    Change vs previous 13F -45 shares

    1.72% of the 13F portfolio, value $3,518,242.

    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 13,649 shares
    Change vs previous 13F -135 shares

    1.77% of the 13F portfolio, value $3,605,062.

    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 13,784 shares
    Change vs previous 13F not available

    1.95% of the 13F portfolio, value $3,636,679.

    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).