ADX ADAMS DIVERSIFIED EQUITY FD

Ownership history in Bensler, LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which Bensler, LLC reported a position in ADAMS DIVERSIFIED EQUITY FD (ADX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.31% (2025 Q4)
Avg. % of fund
1.59%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 987,718 +62,665 +6.8% 2.31% $23.0M $22.86
2025 Q3 ADDED 925,053 +67,197 +7.8% 2.14% $20.6M $21.43
2025 Q2 ADDED 857,856 +70,344 +8.9% 2.08% $18.6M $20.43
2025 Q1 ADDED 787,512 +90,295 +13.0% 1.87% $15.0M $17.44
2024 Q4 ADDED 697,217 +113,940 +19.5% 1.67% $14.1M $18.14
2024 Q3 ADDED 583,277 +48,581 +9.1% 1.59% $12.6M $17.67
2024 Q2 ADDED 534,696 +20,929 +4.1% 1.55% $11.5M $17.24
2024 Q1 ADDED 513,767 +38,786 +8.2% 1.45% $10.0M $15.62
2023 Q4 ADDED 474,981 +133,230 +39.0% 1.40% $8.4M $14.14
2023 Q3 ADDED 341,751 +4,113 +1.2% 1.09% $5.7M $12.42
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% of Fund (quarterly)    ADX price (monthly, adj. close)
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