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Ritholtz Wealth Management

SEC CIK
0001698218
Latest filing
Aug 11, 2026

AE holding history

Adams Resources & Energy, Inc. in every 13F filed by Ritholtz Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AE overviewAll 13F holders of AEFull Q2 2026 holdings

Shares (Q4 2023)
0
Sold out in Q4 2023
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q4 2022
Holdings of AE by Ritholtz Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20230$00.0%−6,508−100.0%Sold outHolders
Q3 20236,508$219.3K<0.1%−466−6.7%ReducedHolders
Q2 20236,974$245.1K<0.1%−1,651−19.1%ReducedHolders
Q1 20238,625$331.4K<0.1%+2,247+35.2%AddedHolders
Q4 20226,378$248.2K<0.1%+6,378NewHolders