Joel Adams & Associates, Inc.ETFConcentrated long-term

CIK: 0002020459 | ASHEVILLE, NC

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	66	$158.0M	2026-11-02	SEC ↗
Q2 2026	13F-HR	68	$155.7M	2026-08-06	SEC ↗
Q1 2026	13F-HR	64	$134.7M	2026-04-20	SEC ↗
Q4 2025	13F-HR	63	$133.0M	2026-01-27	SEC ↗
Q3 2025	13F-HR	63	$124.0M	2025-11-06	SEC ↗
Q2 2025	13F-HR	61	$113.0M	2025-07-25	SEC ↗
Q1 2025	13F-HR	61	$111.1M	2025-04-22	SEC ↗
Q4 2024	13F-HR	58	$110.1M	2025-01-31	SEC ↗