Back to ADX
KESTRA PRIVATE WEALTH SERVICES, LLC → ADX
KESTRA PRIVATE WEALTH SERVICES, LLC ADX Position History
Adams Diversified Equity Fund, Inc. • Financial Services
Quarters held
5
Latest value
$494K
Q3 2026
Peak value
$627K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $512K |
| Q4 2025 | $567K |
| Q1 2026 | $627K |
| Q2 2026 | $442K |
| Q3 2026 | $494K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $494K | 19.3K | — | — |
| Q2 2026 | $442K | 17.3K | — | — |
| Q1 2026 | $627K | 28.7K | — | — |
| Q4 2025 | $567K | 24.3K | — | — |
| Q3 2025 | $512K | 23.0K | — | — |