ARQ WEALTH ADVISORS, LLC
Position in ADX — Adams Diversified Equity Fund, Inc.
CIK 1811827
SCOTTSDALE, AZ
Position in ADX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$8,556,235
+$3,627,593 QoQ
Shares Held
334,882
+48.7% QoQ
Ownership
0.268%
of shares outstanding
% of Portfolio
6.88%
of 13F equity value
Holder Rank
#12
of 216 holders
Holding Since
Sep 2023
12 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, 2026ARQ WEALTH ADVISORS, LLC holds $9,246,571 across 2 Asset Management names. ADX ranks #1 (92.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADX |
Adams Diversified Equity Fund, Inc.
This page
|
334,882 | $8,556,235 | |
| 2 | AMG |
Affiliated Managers Group, Inc.
|
2,040 | $690,336 |
All Filings in ADX
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,556,235 | 334,882 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $4,928,642 | 225,155 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $4,869,449 | 208,810 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $4,646,138 | 208,347 | Shares | Sole | 2025-11-25 | |
| 2025-06-30 | $2,921,449 | 134,567 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $2,555,427 | 134,567 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,664,298 | 82,391 | Shares | Sole | 2025-02-19 | |
| 2024-09-30 | $1,559,736 | 72,344 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,482,681 | 68,994 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,265,110 | 64,811 | Shares | Sole | 2024-05-23 | |
| 2023-12-31 | $1,063,644 | 60,059 | Shares | Sole | 2024-02-27 | |
| 2023-09-30 | $868,125 | 52,171 | Shares | Sole | 2023-11-30 | |
| No filing history on record for this holder in this stock. | ||||||