CRA Financial Services, LLC
Position in ADX — Adams Diversified Equity Fund, Inc.
CIK 1765594
NORTHFIELD, NJ
Position in ADX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$255,500
+$36,600 QoQ
Shares Held
10,000
0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#150
of 216 holders
Holding Since
Jun 2021
21 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, 2026CRA Financial Services, LLC holds $1,728,616 across 5 Asset Management names. ADX ranks #4 (14.8% of the industry book) .
All Filings in ADX
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,500 | 10,000 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $218,900 | 10,000 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $233,200 | 10,000 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $223,000 | 10,000 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $217,100 | 10,000 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $189,900 | 10,000 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $202,000 | 10,000 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $215,600 | 10,000 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $214,900 | 10,000 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $195,200 | 10,000 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $177,100 | 10,000 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $166,400 | 10,000 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $168,100 | 10,000 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $217,700 | 14,000 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $205,741 | 14,150 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $206,165 | 14,150 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $217,061 | 14,150 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $260,926 | 14,150 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $274,651 | 14,150 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $280,170 | 14,150 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $279,745 | 14,150 | Shares | Sole | 2021-07-23 | |
| No filing history on record for this holder in this stock. | ||||||