SEC 13F Intelligence

Priebe Wealth Holdings LLC / ADX

Priebe Wealth Holdings LLC’s Adams Diversified Equity Fd Position

Does Priebe Wealth Holdings LLC own Adams Diversified Equity Fd (ADX)? Yes — 149.4K shares worth $3M (+2.81% of its 13F portfolio) as of Q2 2025, down from 181.3K shares the prior filed quarter.

Position Value
$3M
Q2 2025
Shares
149.4K
% of Portfolio
+2.81%
Quarters Held
7
currently held

Position History ADX

Reported value by quarter
Q4 ’23: $6MQ4 ’23Q1 ’24: $7MQ1 ’24Q2 ’24: $8MQ2 ’24Q3 ’24: $5MQ3 ’24Q4 ’24: $4MQ4 ’24Q1 ’25: $3MQ1 ’25Q2 ’25: $3MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2025149.4K$3M+2.81%
Q1 2025181.3K$3M+2.15%
Q4 2024219.3K$4M+3.00%
Q3 2024250.5K$5M+3.93%
Q2 2024362.0K$8M+6.16%
Q1 2024359.9K$7M+5.48%
Q4 2023357.1K$6M+5.19%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Priebe Wealth Holdings LLC’s full portfolio or all institutional holders of ADX.