ValMark Advisers »

Adams Express Company shares owned by ValMark Advisers

Quarter-by-quarter ownership of Adams Express Company (ADX) shares owned by ValMark Advisers from 13F filings

Historical chart of ValMark Advisers investment in Adams Express Company

Tip: Access up to 7 years of quarterly data

All positions including Adams Express Company held by ValMark Advisers consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Adams Express Company by ValMark Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $219k 9.8k 22.30
2025-06-30 $213k 9.8k 21.71

More positions owned by ValMark Advisers

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Portfolio S&p400 (SPMD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Series Trust Portfolio Short (SPSB)
Spdr Series Trust Portfolio S&p600 (SPSM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dbx Etf Tr Xtrack Usd High (HYLB)
Flexshares Tr Mornstar Upstr (GUNR)
Ishares Tr Global Reit Etf (REET)
Ishares Tr Usd Inv Grde Etf (USIG)

View all positions for ValMark Advisers

Top funds holding Adams Express Company

Lazard Asset Management
Morgan Stanley
Saba Capital Management
Raymond James Financial
Cohen & Steers Capital Management
Royal Bank of Canada
Blue Bell Private Wealth Management
Bensler
1607 Capital Partners
Waterfront Wealth
LPL Financial
Wealth Enhancement Advisory Services
Allspring Global Investments Holdings
Advisors Asset Management
Stifel Financial

View all funds holding Adams Express Company