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Benchmark Financial Wealth Advisors, LLC → ADX
Benchmark Financial Wealth Advisors, LLC ADX Position History
Adams Diversified Equity Fund, Inc. • Financial Services
Quarters held
5
Latest value
$268K
Q3 2026
Peak value
$268K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $224K |
| Q4 2025 | $239K |
| Q1 2026 | $229K |
| Q2 2026 | $267K |
| Q3 2026 | $268K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $268K | 10.4K | — | — |
| Q2 2026 | $267K | 10.4K | — | — |
| Q1 2026 | $229K | 10.4K | — | — |
| Q4 2025 | $239K | 10.2K | — | — |
| Q3 2025 | $224K | 10.0K | — | — |