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PREVAIL INNOVATIVE WEALTH ADVISORS, LLC → ADX
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC ADX Position History
Adams Diversified Equity Fund, Inc. • Financial Services
Quarters held
4
Latest value
$886K
Q3 2026
Peak value
$1.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.8M |
| Q4 2025 | $230K |
| Q2 2026 | $574K |
| Q3 2026 | $886K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $886K | 34.0K | — | — |
| Q2 2026 | $574K | 22.4K | — | — |
| Q4 2025 | $230K | 9.8K | — | — |
| Q3 2025 | $1.8M | 78.6K | — | — |
Other funds holding ADX
$29.4M
$20.8M
$19.1M
$19M
$18.2M
$16.7M