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Waterfront Wealth Inc. ADX Position History
Adams Diversified Equity Fund, Inc. • Financial Services
Quarters held
5
Latest value
$8.4M
Q3 2026
Peak value
$10.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $10.1M |
| Q4 2025 | $9M |
| Q1 2026 | $8.3M |
| Q2 2026 | $9M |
| Q3 2026 | $8.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.4M | 326.1K | — | — |
| Q2 2026 | $9M | 345.4K | — | — |
| Q1 2026 | $8.3M | 379.7K | — | — |
| Q4 2025 | $9M | 385.3K | — | — |
| Q3 2025 | $10.1M | 446.4K | — | — |