Public ownership evidence

Adamas Trust, Inc. Common Stock (ADAM) Ownership Disclosures

Read ADAM insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Adamas Trust, Inc. Common Stock: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
B. Riley Wealth Advisors, Inc.
Report period
2025-03-31
Available
2026-08-29
Reported shares
10,000
Value (USD)
$64,900
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001464811-26-000009
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read ADAM fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read ADAM fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-2910,000$64,900None
Advisors Asset Management, Inc.2021-12-312026-08-2831,300$116,436None
Advisors Asset Management, Inc.2022-12-312026-08-281,828,615$4,681,254None
Advisors Asset Management, Inc.2020-06-302026-08-281,072,898$2,800,264None
Advisors Asset Management, Inc.2022-06-302026-08-28641,485$1,770,000None
Advisors Asset Management, Inc.2021-09-302026-08-2881,852$349,000None
Corient Private Wealth LP2026-06-302026-08-2811,249$107,145None
Advisors Asset Management, Inc.2024-03-312026-08-2718,176$130,867None
Advisors Asset Management, Inc.2022-09-302026-08-271,593,514$3,729,000None
Advisors Asset Management, Inc.2020-12-312026-08-27993,884$3,667,000None
Advisors Asset Management, Inc.2023-06-302026-08-27449,264$4,456,699None
Advisors Asset Management, Inc.2023-09-302026-08-27220,631$1,873,157None
Advisors Asset Management, Inc.2023-03-312026-08-27452,569$4,507,587None
Advisors Asset Management, Inc.2021-03-312026-08-27587,998$2,628,351None
Advisors Asset Management, Inc.2021-06-302026-08-27145,122$649,000None
Advisors Asset Management, Inc.2020-09-302026-08-271,042,384$2,658,079None
Advisors Asset Management, Inc.2023-12-312026-08-2718,527$158,035None
Advisors Asset Management, Inc.2019-12-312026-08-261,022,846$6,372,331None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-2595,555$896,306None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-25896,306$95,555,000None
Advisors Asset Management, Inc.2024-06-302026-08-2214,267$83,319None
Advisors Asset Management, Inc.2020-03-312026-08-221,502,536$2,328,931None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2019,884$186,512None
Beacon Pointe Advisors, LLC2026-06-302026-08-1912,624$118,412None
Advisors Asset Management, Inc.2019-03-312026-08-19360,822$2,197,406None
Advisors Asset Management, Inc.2019-09-302026-08-19725,561$4,418,666None
Advisors Asset Management, Inc.2019-06-302026-08-19644,593$3,996,477None
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO2026-06-302026-08-183,606$33,824None
Odyssean, LLC2026-06-302026-08-1587,672$822,363None
SEI INVESTMENTS CO2026-06-302026-08-15141,950$1,331,491None
SEI INVESTMENTS CO2026-06-302026-08-15112$1,060None
Federation des caisses Desjardins du Quebec2026-06-302026-08-152,500$23,450None
JPL Wealth Management, LLC2026-06-302026-08-1513$122None
Modern Wealth Management, LLC2026-06-302026-08-1511,549$108,330None
Basecamp Wealth Advisors LLC2026-06-302026-08-151,173$11,003None
Quarry LP2026-06-302026-08-15438$4,108None
XTX Topco Ltd2026-06-302026-08-1553,049$497,600None
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2026-06-302026-08-151,460,835$13,702,633None
Sixth Street Partners Management Company, L.P.2026-06-302026-08-151,460,835$13,702,633None
Qube Research & Technologies Ltd2026-06-302026-08-15289,489$2,715,407None
OSAIC HOLDINGS, INC.2026-06-302026-08-15309$2,979None
OSAIC HOLDINGS, INC.2026-06-302026-08-1525$235None
OSAIC HOLDINGS, INC.2026-06-302026-08-1525,105$235,477None
MetLife Investment Management, LLC2026-06-302026-08-1552,513$492,572None
Engineers Gate Manager LP2026-06-302026-08-1552,800$495,264None
JANE STREET GROUP, LLC2026-06-302026-08-1536,190$339,462None
JANE STREET GROUP, LLC2026-06-302026-08-15205,777$1,930,188None
JANE STREET GROUP, LLC2026-06-302026-08-1510,800$101,304Call
State of Tennessee, Department of Treasury2026-06-302026-08-1532,778$307,458None
Legal & General Group Plc2026-06-302026-08-1558,852$552,032None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Corient Private Wealth LP ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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