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Turtle Creek Wealth Advisors, LLC → ADX
Turtle Creek Wealth Advisors, LLC ADX Position History
Adams Diversified Equity Fund, Inc. • Financial Services
Quarters held
5
Latest value
$667K
Q3 2026
Peak value
$667K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $627K |
| Q4 2025 | $655K |
| Q1 2026 | $615K |
| Q2 2026 | $664K |
| Q3 2026 | $667K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $667K | 26.0K | — | — |
| Q2 2026 | $664K | 26.0K | — | — |
| Q1 2026 | $615K | 28.1K | — | — |
| Q4 2025 | $655K | 28.1K | — | — |
| Q3 2025 | $627K | 28.1K | — | — |
Other funds holding ADX
$29.4M
$20.8M
$19.1M
$19M
$18.2M
$16.7M