Back to ADC-PA
Total Wealth Planning & Management, Inc. → ADC-PA
Total Wealth Planning & Management, Inc. ADC-PA Position History
Agree Realty Corporation
Quarters held
4
Latest value
$513K
Q3 2026
Peak value
$576K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $438K |
| Q1 2026 | $513K |
| Q2 2026 | $576K |
| Q3 2026 | $513K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $513K | 7.7K | — | — |
| Q2 2026 | $576K | 7.6K | — | — |
| Q1 2026 | $513K | 6.8K | — | — |
| Q4 2025 | $438K | 6.1K | — | — |
Other funds holding ADC-PA
$1.1B
$1.1B
$1.1B
$451.3M
$445.3M
$445.3M
$425.3M