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Concurrent Investment Advisors, LLC → ADX
Concurrent Investment Advisors, LLC ADX Position History
Adams Diversified Equity Fund, Inc. • Financial Services
Quarters held
5
Latest value
$2.8M
Q3 2026
Peak value
$2.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.2M |
| Q4 2025 | $1.6M |
| Q1 2026 | $1.7M |
| Q2 2026 | $2.2M |
| Q3 2026 | $2.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.8M | 110.3K | — | — |
| Q2 2026 | $2.2M | 86.4K | — | — |
| Q1 2026 | $1.7M | 77.4K | — | — |
| Q4 2025 | $1.6M | 67.1K | — | — |
| Q3 2025 | $1.2M | 51.7K | — | — |