PEO ADAM NAT RES FD INC

Ownership history in CSS LLC/IL  ·  45 quarters on record

This page tracks every 13F SEC filing in which CSS LLC/IL reported a position in ADAM NAT RES FD INC (PEO). 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
0.74% (2023 Q1)
Avg. % of fund
0.21%
First filed
2015 Q1
Last filed
2025 Q4
Quarters held
45
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 99,468 -13,821 -12.2% 0.10% $2.2M $21.31
2025 Q3 REDUCED 113,289 -5,904 -5.0% 0.11% $2.4M $20.61
2025 Q2 REDUCED 119,193 -3,327 -2.7% 0.12% $2.5M $19.99
2025 Q1 REDUCED 122,520 -33,167 -21.3% 0.15% $2.8M $20.80
2024 Q4 REDUCED 155,687 -39,333 -20.2% 0.15% $3.4M $19.37
2024 Q3 REDUCED 195,020 -111,637 -36.4% 0.21% $4.5M $19.83
2024 Q2 REDUCED 306,657 -31,894 -9.4% 0.37% $7.2M $19.70
2024 Q1 REDUCED 338,551 -16,228 -4.6% 0.45% $7.8M $19.16
2023 Q4 REDUCED 354,779 -40,245 -10.2% 0.42% $7.3M $17.06
2023 Q3 REDUCED 395,024 -140,597 -26.2% 0.60% $9.1M $18.18
35 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    PEO price (monthly, adj. close)
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