Skip to content
Disclosery

Joel Adams & Associates, Inc.: VXUS position timeline

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

Joel Adams & Associates, Inc. held 57,874 VXUS 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 57,874 shares
    Change vs previous 13F +936 shares

    3.18% of the 13F portfolio, value $4,947,671.

    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 56,938 shares
    Change vs previous 13F +622 shares

    3.26% of the 13F portfolio, value $4,390,504.

    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 56,316 shares
    Change vs previous 13F +5,310 shares

    3.19% of the 13F portfolio, value $4,248,511.

    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 51,006 shares
    Change vs previous 13F -849 shares

    3.02% of the 13F portfolio, value $3,746,922.

    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 51,855 shares
    Change vs previous 13F -134 shares

    3.17% of the 13F portfolio, value $3,582,674.

    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 51,989 shares
    Change vs previous 13F -6,503 shares

    2.91% of the 13F portfolio, value $3,228,535.

    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 58,492 shares
    Change vs previous 13F not available

    3.13% of the 13F portfolio, value $3,446,905.

    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).