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Joel Adams & Associates, Inc.: VTEB position timeline

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

Joel Adams & Associates, Inc. held 211,201 VTEB 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 211,201 shares
    Change vs previous 13F +22,059 shares

    6.86% of the 13F portfolio, value $10,682,548.

    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 189,142 shares
    Change vs previous 13F +38,884 shares

    7.01% of the 13F portfolio, value $9,436,286.

    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 150,258 shares
    Change vs previous 13F -21,250 shares

    5.68% of the 13F portfolio, value $7,556,456.

    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 171,508 shares
    Change vs previous 13F -22,822 shares

    6.93% of the 13F portfolio, value $8,587,430.

    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 194,330 shares
    Change vs previous 13F -22,798 shares

    8.43% of the 13F portfolio, value $9,528,012.

    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 217,128 shares
    Change vs previous 13F -4,615 shares

    9.69% of the 13F portfolio, value $10,773,898.

    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 221,743 shares
    Change vs previous 13F not available

    10.1% of the 13F portfolio, value $11,115,961.

    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).