RETIREMENT PLANNING GROUP, LLC / NY

Pension

Position in ADX — Adams Diversified Equity Fund, Inc.

CIK 2057004 MALTA, NY

Position in ADX

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$518,792

New position

Shares Held

20,305

first reported quarter

Ownership

0.016%

of shares outstanding

% of Portfolio

0.81%

of 13F equity value

Holder Rank

#108

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

RETIREMENT PLANNING GROUP, LLC / NY holds $7,448,562 across 4 Asset Management names. ADX ranks #3 (7.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JCE	Nuveen Core Equity Alpha Fund	250,109	$4,091,783
2	PDI	PIMCO Dynamic Income Fund	158,117	$2,640,553
3	ADX	Adams Diversified Equity Fund, Inc. This page	20,305	$518,792
4	EFT	Eaton Vance Floating-Rate Income Trust	18,281	$197,434

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$518,792	20,305	—	Shares	Sole	2026-08-07
No filing history on record for this holder in this stock.