FLBL β€” FRANKLIN TEMPLETON ETF TR

Ownership history in Adams Wealth Management  Β·  12 quarters on record

AI Ownership Summary

Adams Wealth Management reported FRANKLIN TEMPLETON ETF TR (FLBL) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.19% in 2025 Q1. The latest visible filing shows FLBL at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FLBL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Adams Wealth Management's position in FRANKLIN TEMPLETON ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

FLBL was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.19% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Adams Wealth Management held FLBL β€” position size vs. price
% of Fund (quarterly)    FLBL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 13,264 -3,377 -20.3% 0.07% $319K 2025-11-14 $23.04
2025 Q2 REDUCED 16,641 -23,262 -58.3% 0.08% $403K 2025-09-25 $23.03
2025 Q1 ADDED 39,903 +8,421 +26.7% 0.19% $960K 2025-05-13 $22.56
2024 Q4 REDUCED 31,482 -1,474 -4.5% 0.15% $764K 2025-02-13 $22.37
2024 Q3 ADDED 32,956 +17,621 +114.9% 0.17% $800K 2024-10-28 $21.91
2024 Q2 ADDED 15,335 +2,052 +15.4% 0.09% $374K 2024-07-16 $21.49
2024 Q1 REDUCED 13,283 -92 -0.7% 0.08% $325K 2024-05-20 $21.28
2023 Q4 REDUCED 13,375 -1,751 -11.6% 0.10% $325K 2024-02-12 $20.56
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Adams Wealth Management and FLBL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Adams Wealth Management reported owning FLBL?

Adams Wealth Management reported FLBL across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported FLBL position in Adams Wealth Management's portfolio?

The largest reported portfolio weight for FLBL was 0.19% in 2025 Q1.

What is the latest reported FLBL position on this page?

The most recent filing on this page is 2025 Q3, when Adams Wealth Management reported 13,264 shares, equal to 0.07% of portfolio, with an estimated market value of $319K.

What does the chart on this FLBL ownership page compare?

The chart compares Adams Wealth Management's quarterly FLBL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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