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Creative Planning ADX Position History
Adams Diversified Equity Fund, Inc. • Financial Services
Quarters held
5
Latest value
$733K
Q3 2026
Peak value
$826K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $208K |
| Q4 2025 | $273K |
| Q1 2026 | $826K |
| Q2 2026 | $743K |
| Q3 2026 | $733K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $733K | 28.6K | — | — |
| Q2 2026 | $743K | 29.1K | — | — |
| Q1 2026 | $826K | 37.7K | — | — |
| Q4 2025 | $273K | 11.7K | — | — |
| Q3 2025 | $208K | 9.3K | — | — |