Lakeridge Wealth Management LLC

Position in ADX — Adams Diversified Equity Fund, Inc.

CIK 2012028 MENTOR, OH

Position in ADX

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$204,476

New position

Shares Held

8,003

first reported quarter

Ownership

0.006%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#168

of 216 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Lakeridge Wealth Management LLC holds $2,405,380 across 3 Asset Management names. ADX ranks #2 (8.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BPRE	Bluerock Private Real Estate Fund	163,170	$2,122,841
2	ADX	Adams Diversified Equity Fund, Inc. This page	8,003	$204,476
3	FSCO	FS Credit Opportunities Corp.	15,644	$78,063

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$204,476	8,003	—	Shares	Sole	2026-07-14
No filing history on record for this holder in this stock.