Adams Wealth Management

SEC CIK: 0001803084
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

UBS holding history

UBS Group AG in every 13F filed by Adams Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UBS overview All 13F holders of UBS Full Q2 2026 holdings

Shares (Q4 2023): 0; Sold out in Q4 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q1 2023

Holdings of UBS by Adams Wealth Management, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2023	0	$0	0.0%	−57,787−100.0%	Sold out	Holders
Q3 2023	57,787	$1.42M	0.5%	+1,038+1.8%	Added	Holders
Q2 2023	56,749	$1.15M	0.4%	+10,970+24.0%	Added	Holders
Q1 2023	45,779	$976.9K	0.3%	+45,779	New	Holders