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INDEPENDENT FINANCIAL GROUP, LLC → ADX
INDEPENDENT FINANCIAL GROUP, LLC ADX Position History
Adams Diversified Equity Fund, Inc. • Financial Services
Quarters held
7
Latest value
$2.2M
Q3 2026
Peak value
$4M
First seen
Q2 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2025 | $3.3M |
| Q3 2025 | $4M |
| Q4 2025 | $3.4M |
| Q1 2026 | $3.1M |
| Q1 2026 | $3.2M |
| Q2 2026 | $3.3M |
| Q3 2026 | $2.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.2M | 85.9K | — | — |
| Q2 2026 | $3.3M | 129.2K | — | — |
| Q1 2026 | $3.2M | 145.3K | — | — |
| Q1 2026 | $3.1M | 141.9K | — | — |
| Q4 2025 | $3.4M | 144.7K | — | — |
| Q3 2025 | $4M | 178.5K | — | — |
| Q2 2025 | $3.3M | 152.2K | — | — |
Other funds holding ADX
$29.4M
$20.8M
$19.1M
$19M
$18.2M
$16.7M