Uniting Wealth Partners, LLC
Position in ADX — Adams Diversified Equity Fund, Inc.
CIK 2056414
DENVER, CO
Position in ADX
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$498,128
-$22,047 QoQ
Shares Held
22,756
+2.0% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in ADX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Uniting Wealth Partners, LLC holds $13,448,577 across 20 Asset Management names. ADX ranks #10 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPRE |
Bluerock Private Real Estate Fund
|
202,387 | $3,361,648 | |
| 2 | KKR |
KKR & Co. Inc.
|
15,300 | $1,415,250 | |
| 3 | BX |
Blackstone Inc.
|
12,056 | $1,386,319 | |
| 4 | RJF |
Raymond James Financial Inc
|
6,006 | $869,608 | |
| 5 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
70,114 | $787,380 | |
| 6 | TRIN |
Trinity Capital Inc.
|
52,000 | $764,920 | |
| 7 | EIM |
Eaton Vance Municipal Bond Fund
|
76,170 | $744,180 | |
| 8 | ARES |
Ares Management Corp
|
6,000 | $654,600 |
All Filings in ADX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $498,128 | 22,756 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $520,175 | 22,306 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $487,634 | 21,867 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $464,984 | 21,418 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $387,130 | 20,386 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $383,719 | 18,996 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||