Adams Express Company shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Adams Express Company (ADX) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Adams Express Company
Tip: Access up to 7 years of quarterly data
All positions including Adams Express Company held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Adams Express Company by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 135k | 22.30 |
| 2025-06-30 | $3.1M | 142k | 21.71 |
| 2025-03-31 | $2.7M | 143k | 18.99 |
| 2024-12-31 | $2.9M | 143k | 20.20 |
| 2024-09-30 | $3.1M | 145k | 21.56 |
| 2024-06-30 | $4.2M | 194k | 21.49 |
| 2024-03-31 | $4.1M | 209k | 19.52 |
| 2023-09-30 | $4.3M | 260k | 16.64 |
| 2023-06-30 | $4.5M | 270k | 16.81 |
| 2023-03-31 | $4.5M | 291k | 15.55 |
| 2022-12-31 | $4.3M | 296k | 14.54 |
| 2022-09-30 | $4.3M | 295k | 14.57 |
| 2022-06-30 | $4.1M | 267k | 15.34 |
| 2022-03-31 | $696k | 38k | 18.45 |
| 2021-12-31 | $707k | 36k | 19.41 |
| 2021-09-30 | $514k | 26k | 19.80 |
More positions owned by Integrated Wealth Concepts
View all positions for Integrated Wealth Concepts