SEC 13F Intelligence

Pmg Family Office LLC / ADX

Pmg Family Office LLC’s Adams Diversified Equity Fd Position

Does Pmg Family Office LLC own Adams Diversified Equity Fd (ADX)? Yes83.3K shares worth $2M (+2.04% of its 13F portfolio) as of Q1 2026, up from 79.7K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
83.3K
% of Portfolio
+2.04%
Quarters Held
2
currently held

Position History ADX

Reported value by quarter
Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202683.3K$2M+2.04%
Q4 202579.7K$2M+2.15%

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