MEANS INVESTMENT CO., INC.
Position in ADX — Adams Diversified Equity Fund, Inc.
CIK 701516
BANGOR, ME
Position in ADX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,597,769
+$228,878 QoQ
Shares Held
62,535
0.0% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#54
of 216 holders
Holding Since
Jun 2025
5 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, 2026MEANS INVESTMENT CO., INC. holds $6,797,916 across 5 Asset Management names. ADX ranks #3 (23.5% of the industry book) .
All Filings in ADX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,597,769 | 62,535 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,368,891 | 62,535 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,458,316 | 62,535 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,592,777 | 71,425 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,550,636 | 71,425 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||