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Livermore
Livermore
ZHEN

MinichMacGregor Wealth Management, LLC

SEC CIK
0001744318
Latest filing
Jul 16, 2026

ADX holding history

Adams Diversified Equity Fund, Inc. in every 13F filed by MinichMacGregor Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ADX overviewAll 13F holders of ADXFull Q2 2026 holdings

Shares (Q2 2026)
17,169
Value
$438.7K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of ADX by MinichMacGregor Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617,169$438.7K0.1%+306+1.8%AddedHolders
Q1 202616,863$369.1K0.1%+1,315+8.5%AddedHolders
Q4 202515,548$505.9K0.1%−120,690−88.6%ReducedHolders
Q3 2025136,238$482.1K0.1%+315+0.2%AddedHolders
Q2 2025135,923$465.7K0.1%+331+0.2%AddedHolders
Q1 2025135,592$416.1K0.1%+324+0.2%AddedHolders
Q4 2024135,268$2.73M0.6%+1,241+0.9%AddedHolders
Q3 2024134,027$422.5K0.1%+266+0.2%AddedHolders
Q2 2024133,761$415.8K0.1%+310.0%AddedHolders
Q1 2024133,730$387.4K0.1%+140.0%AddedHolders
Q4 2023133,716$362.9K0.1%+811+0.6%AddedHolders
Q3 2023132,905$334.8K0.1%+340.0%AddedHolders
Q2 2023132,871$336.4K0.1%+75+0.1%AddedHolders
Q1 2023132,796$319.0K0.1%+10.0%AddedHolders
Q4 2022132,795$306.1K0.1%+11,898+9.8%AddedHolders
Q3 2022120,897$133.0K0.1%00.0%UnchangedHolders
Q2 2022120,897$133.0K0.1%00.0%UnchangedHolders
Q1 2022120,897$136.0K<0.1%00.0%UnchangedHolders
Q4 2021120,897$137.0K<0.1%00.0%UnchangedHolders
Q3 2021120,897$137.0K<0.1%00.0%UnchangedHolders
Q2 2021120,897$137.0K<0.1%00.0%UnchangedHolders
Q1 2021120,897$136.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.