JFS Wealth Advisors’s Adamas Trust ADAM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$579 Buy
+60
New +$516 ﹤0.01% 1928
2015
Q4
Sell
-500
Closed -$11K 557
2015
Q3
$11K Buy
+500
New +$13.9K ﹤0.01% 331

Other funds holding ADAM

JFS Wealth Advisors's ADAM Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Adamas Trust (ADAM) in Q2 2026: 60 shares worth $579. The stake represents ﹤0.01% of the portfolio and ranks #1928 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in ADAM as recently as Q3 2015.

JFS Wealth Advisors first reported a position in ADAM in Q3 2015 and has held it in 2 quarters since. The position peaked at $11K in Q3 2015. 33 funds tracked by Wall St. Rank hold ADAM as of Q2 2026.

  • JFS Wealth Advisors held 60 shares of Adamas Trust worth $579 as of Q2 2026.
  • Adamas Trust was a new JFS Wealth Advisors position in Q2 2026.
  • Adamas Trust made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1928 holding.
  • JFS Wealth Advisors first reported a position in Adamas Trust in Q3 2015 and has held it in 2 quarters since.
  • JFS Wealth Advisors's Adamas Trust position peaked at $11K in Q3 2015.
  • 33 funds tracked by Wall St. Rank held Adamas Trust as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.