Adapt Wealth Advisors, LLC

SEC CIK: 0002013937
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

LGI holding history

Lazard Global Total Return & Income Fund Inc in every 13F filed by Adapt Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

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

Shares (Q2 2026): 0; Sold out in Q2 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q3 2025

Holdings of LGI by Adapt Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	0	$0	0.0%	−30,152−100.0%	Sold out	Holders
Q1 2026	30,152	$485.1K	0.2%	−6,252−17.2%	Reduced	Holders
Q4 2025	36,404	$634.9K	0.2%	+179+0.5%	Added	Holders
Q3 2025	36,225	$626.7K	0.2%	+36,225	New	Holders