Sound View Wealth Advisors Group, LLC
Position in ADPV — Adaptiv Select ETF
CIK 1784777
SAVANNAH, GA
Position in ADPV
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$364,254
+$91,807 QoQ
Shares Held
7,539
+16.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#6
of 6 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ADPV Over Time
Shares Held
Position Value (USD)
All Filings in ADPV
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $364,254 | 7,539 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $272,447 | 6,461 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $243,588 | 5,686 | Shares | Sole | 2026-01-08 | |
| No filing history on record for this holder in this stock. | ||||||