Joel Adams & Associates, Inc.: NUMV position timeline

Joel Adams & Associates, Inc. held 5,353 NUMV 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 5,353 shares

   Change vs previous 13F -74 shares

   0.15% of the 13F portfolio, value $232,816.

   13F-HR 0001951757-26-001107 filed by Joel Adams & Associates, Inc.
   Filed 2026-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 5,427 shares

   Change vs previous 13F -1,930 shares

   0.16% of the 13F portfolio, value $210,417.

   13F-HR 0001951757-26-000647 filed by Joel Adams & Associates, Inc.
   Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 7,357 shares

   Change vs previous 13F -2,329 shares

   0.22% of the 13F portfolio, value $287,671.

   13F-HR 0001951757-26-000310 filed by Joel Adams & Associates, Inc.
   Filed 2026-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 9,686 shares

   Change vs previous 13F 0 shares

   0.3% of the 13F portfolio, value $374,747.

   13F-HR 0001951757-25-001275 filed by Joel Adams & Associates, Inc.
   Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 9,686 shares

   Change vs previous 13F not available

   0.31% of the 13F portfolio, value $349,180.

   13F-HR 0001951757-25-000969 filed by Joel Adams & Associates, Inc.
   Filed 2025-07-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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