MinichMacGregor Wealth Management, LLC
Position in ADX — Adams Diversified Equity Fund, Inc.
CIK 1744318
Saratoga Springs, NY
Position in ADX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$438,667
+$69,536 QoQ
Shares Held
17,169
+1.8% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#115
of 216 holders
Holding Since
Jun 2020
25 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, 2026MinichMacGregor Wealth Management, LLC holds $985,861 across 3 Asset Management names. ADX ranks #1 (44.5% of the industry book) .
All Filings in ADX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $438,667 | 17,169 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $369,131 | 16,863 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $362,579 | 15,548 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $482,139 | 136,238 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $465,731 | 135,923 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $416,123 | 135,592 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,732,413 | 135,268 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $422,462 | 134,027 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $415,767 | 133,761 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $387,351 | 133,730 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $362,947 | 133,716 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $334,769 | 132,905 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $336,394 | 132,871 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $319,007 | 132,796 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $306,080 | 132,795 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $133,000 | 120,897 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $133,000 | 120,897 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $136,000 | 120,897 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $137,000 | 120,897 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $137,000 | 120,897 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $137,000 | 120,897 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $136,000 | 120,897 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $135,000 | 120,897 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $134,000 | 120,897 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $133,000 | 120,897 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||