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Joel Adams & Associates, Inc.: EAGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Joel Adams & Associates, Inc. on EAGG, newest first. How the timeline and the estimate are built.

Joel Adams & Associates, Inc. held 230,463 EAGG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 230,463 shares
    Change vs previous 13F +7,376 shares

    7.02% of the 13F portfolio, value $10,926,274.

    13F-HR 0001951757-26-001107 filed by Joel Adams & Associates, Inc.
    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 223,087 shares
    Change vs previous 13F +2,350 shares

    7.88% of the 13F portfolio, value $10,607,783.

    13F-HR 0001951757-26-000647 filed by Joel Adams & Associates, Inc.
    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 220,737 shares
    Change vs previous 13F +14,180 shares

    7.94% of the 13F portfolio, value $10,562,276.

    13F-HR 0001951757-26-000310 filed by Joel Adams & Associates, Inc.
    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 206,557 shares
    Change vs previous 13F +4,259 shares

    8% of the 13F portfolio, value $9,920,924.

    13F-HR 0001951757-25-001275 filed by Joel Adams & Associates, Inc.
    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 202,298 shares
    Change vs previous 13F +263 shares

    8.51% of the 13F portfolio, value $9,617,263.

    13F-HR 0001951757-25-000969 filed by Joel Adams & Associates, Inc.
    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 202,035 shares
    Change vs previous 13F -1,436 shares

    8.63% of the 13F portfolio, value $9,592,640.

    13F-HR 0001951757-25-000417 filed by Joel Adams & Associates, Inc.
    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 203,471 shares
    Change vs previous 13F not available

    8.58% of the 13F portfolio, value $9,449,198.

    13F-HR 0001951757-25-000161 filed by Joel Adams & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).