Priebe Wealth Holdings LLC
- SEC CIK
- 0002009646
- Latest filing
- Jul 25, 2025
ADX holding history
Adams Diversified Equity Fund, Inc. in every 13F filed by Priebe Wealth Holdings 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 2025 holdings
- Shares (Q2 2025)
- 149,363
- Value
- $3.24M
- % of portfolio
- 2.8%
- Quarters held
- 7
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2025 | 149,363 | $3.24M | 2.8% | −31,907−17.6% | Reduced | Holders |
| Q1 2025 | 181,270 | $3.44M | 2.1% | −37,981−17.3% | Reduced | Holders |
| Q4 2024 | 219,251 | $4.43M | 3.0% | −31,273−12.5% | Reduced | Holders |
| Q3 2024 | 250,524 | $5.40M | 3.9% | −111,491−30.8% | Reduced | Holders |
| Q2 2024 | 362,015 | $7.78M | 6.2% | +2,165+0.6% | Added | Holders |
| Q1 2024 | 359,850 | $7.02M | 5.5% | +2,796+0.8% | Added | Holders |
| Q4 2023 | 357,054 | $6.32M | 5.2% | – | No prior filing | Holders |