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Kestra Advisory Services, LLC → ADX
Kestra Advisory Services, LLC ADX Position History
Adams Diversified Equity Fund, Inc. • Financial Services
Quarters held
5
Latest value
$390K
Q3 2026
Peak value
$4.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.2M |
| Q4 2025 | $4.6M |
| Q1 2026 | $4.4M |
| Q2 2026 | $326K |
| Q3 2026 | $390K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $390K | 15.2K | — | — |
| Q2 2026 | $326K | 12.8K | — | — |
| Q1 2026 | $4.4M | 202.0K | — | — |
| Q4 2025 | $4.6M | 197.2K | — | — |
| Q3 2025 | $4.2M | 188.5K | — | — |