ATWOOD & PALMER INC
Position in ADX — Adams Diversified Equity Fund, Inc.
CIK 1044929
KANSAS CITY, MO
Position in ADX
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$27,006
+$3,869 QoQ
Shares Held
1,057
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#190
of 216 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ADX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026ATWOOD & PALMER INC holds $36,013,817 across 8 Asset Management names. ADX ranks #4 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
77,270 | $35,448,385 | |
| 2 | BX |
Blackstone Inc.
|
3,209 | $377,603 | |
| 3 | TY |
TRI-CONTINENTAL Corp
|
2,726 | $93,828 | |
| 4 | ADX |
Adams Diversified Equity Fund, Inc.
This page
|
1,057 | $27,006 | |
| 5 | BLK |
BlackRock, Inc.
|
28 | $26,923 | |
| 6 | NTRS |
Northern Trust Corp
|
100 | $17,384 | |
| 7 | ARES |
Ares Management Corp
|
107 | $11,910 | |
| 8 | PFG |
Principal Financial Group Inc
|
100 | $10,778 |
All Filings in ADX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,006 | 1,057 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $23,137 | 1,057 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $24,649 | 1,057 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $23,571 | 1,057 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $22,947 | 1,057 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $20,072 | 1,057 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $21,351 | 1,057 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $22,788 | 1,057 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $22,714 | 1,057 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $20,632 | 1,057 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $18,719 | 1,057 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $17,588 | 1,057 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $17,768 | 1,057 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $16,436 | 1,057 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $15,368 | 1,057 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $15,400 | 1,057 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $16,214 | 1,057 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $19,491 | 1,057 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $20,516 | 1,057 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $20,928 | 1,057 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $20,896 | 1,057 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $19,300 | 1,057 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $18,275 | 1,057 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $17,133 | 1,057 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $15,759 | 1,057 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $13,307 | 1,057 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||