Period
Q2 2025
Calendar quarter covered by the filing.
Period
Calendar quarter covered by the filing.
Option positions
Parsed option rows from the information table.
Reported notional
SEC-reported option notional, not total AUM.
Accepted by SEC
EDGAR acceptance date.
| Name | Title | City, State | Date |
|---|---|---|---|
| Bree Pate | Compliance Consultant | Broomfield, Colorado | 25 Sep 2025 |
| Name | Holdings Value | Location | File Number |
|---|---|---|---|
| Adams Wealth Management | $522,283,380 | Logan, UT | 028-19910 |