EAD β€” ALLSPRING INCOME OPPORTUNIT

Ownership history in ADAPT WEALTH ADVISORS, LLC  Β·  2 quarters on record

AI Ownership Summary

ADAPT WEALTH ADVISORS, LLC reported ALLSPRING INCOME OPPORTUNIT (EAD) in 2 quarterly 13F filings from 2025 Q3 through 2025 Q4. Peak portfolio weight reached 0.28% in 2025 Q4. The latest visible filing shows EAD at 0.28% 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.

What this EAD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ADAPT WEALTH ADVISORS, LLC's position in ALLSPRING INCOME OPPORTUNIT, 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 Q4

EAD was reported at 0.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.28% in 2025 Q4

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

Time in book
Holding Window
2025 Q3 to 2025 Q4

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 ADAPT WEALTH ADVISORS, LLC held EAD β€” position size vs. price
% of Fund (quarterly)    EAD price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 120,904 +12,659 +11.7% 0.28% $820K 2026-02-14 (Est.) $6.81
2025 Q3 INITIATED 108,245 β€” β€” 0.28% $759K 2025-11-10 $6.62

🏒 Other funds also holding EAD

As of 2026 Q1 β€” sorted by position size

Noble Wealth Management PBC 0.01%

FAQ About ADAPT WEALTH ADVISORS, LLC and EAD

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

How long has ADAPT WEALTH ADVISORS, LLC reported owning EAD?

ADAPT WEALTH ADVISORS, LLC reported EAD across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported EAD position in ADAPT WEALTH ADVISORS, LLC's portfolio?

The largest reported portfolio weight for EAD was 0.28% in 2025 Q4.

What is the latest reported EAD position on this page?

The most recent filing on this page is 2025 Q4, when ADAPT WEALTH ADVISORS, LLC reported 120,904 shares, equal to 0.28% of portfolio, with an estimated market value of $820K.

What does the chart on this EAD ownership page compare?

The chart compares ADAPT WEALTH ADVISORS, LLC's quarterly EAD 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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