Benchmark Financial Wealth Advisors, LLC
Position in ADX — Adams Diversified Equity Fund, Inc.
CIK 1757706
BOCA RATON, FL
Position in ADX
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$266,844
+$38,225 QoQ
Shares Held
10,444
0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#147
of 216 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ADX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Benchmark Financial Wealth Advisors, LLC holds $1,951,000 across 4 Asset Management names. ADX ranks #2 (13.7% of the industry book) .
All Filings in ADX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $266,844 | 10,444 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $228,619 | 10,444 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $238,726 | 10,237 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $223,780 | 10,035 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $213,387 | 9,829 | Shares | Sole | 2025-08-05 | |
| No filing history on record for this holder in this stock. | ||||||