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Joel Adams & Associates, Inc.: VSGX position timeline

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

Joel Adams & Associates, Inc. held 144,564 VSGX 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 144,564 shares
    Change vs previous 13F +1,945 shares

    7.64% of the 13F portfolio, value $11,903,416.

    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 142,619 shares
    Change vs previous 13F -2,640 shares

    7.6% of the 13F portfolio, value $10,230,087.

    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 145,259 shares
    Change vs previous 13F +6,449 shares

    7.82% of the 13F portfolio, value $10,403,433.

    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 138,810 shares
    Change vs previous 13F -3,227 shares

    7.77% of the 13F portfolio, value $9,629,236.

    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 142,037 shares
    Change vs previous 13F -12,680 shares

    8.24% of the 13F portfolio, value $9,303,397.

    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 154,717 shares
    Change vs previous 13F -4,644 shares

    8.21% of the 13F portfolio, value $9,125,220.

    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 159,361 shares
    Change vs previous 13F not available

    8.21% of the 13F portfolio, value $9,035,784.

    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).