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Avior Wealth Management, LLC → ADX
Avior Wealth Management, LLC ADX Position History
Adams Diversified Equity Fund, Inc. • Financial Services
Quarters held
5
Latest value
$1.1M
Q3 2026
Peak value
$1.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $755K |
| Q4 2025 | $686K |
| Q1 2026 | $859K |
| Q2 2026 | $1M |
| Q3 2026 | $1.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.1M | 44.2K | — | — |
| Q2 2026 | $1M | 40.3K | — | — |
| Q1 2026 | $859K | 39.3K | — | — |
| Q4 2025 | $686K | 29.4K | — | — |
| Q3 2025 | $755K | 33.9K | — | — |
Other funds holding ADX
$29.4M
$20.8M
$19.1M
$19M
$18.2M
$16.7M