Form
SCHEDULE 13G/A
Passive or exempt beneficial ownership filing.
Edith H. Bergstrom - 31 Dec 2024 SCHEDULE 13G/A Report for Adams Diversified Equity Fund, Inc. Common Stock (ADX)
- Filing manager
- Edith H. Bergstrom
- Reporting owner
- Erik E. and Edith H. Bergstrom Foundation
- Beneficially owned shares
- 1,626,883 shares
- Large-stake signal
-
Ownership
1.3%Beneficial ownership of this reported class.
Shares
1,626,883 sharesShares beneficially owned as disclosed.
Event date
31 Dec 2024Date tied to the ownership event or amendment.
Accepted by SEC
13 Feb 2025EDGAR acceptance date.
How to read this large-stake filing
- Schedule 13D/G filings focus on beneficial ownership stakes, not a full portfolio.
- Compare this filing with the holder history and issuer page before treating the percentage as a current position.
- Use amendments to understand whether the disclosed stake increased, decreased, or changed reporting status.
- Class ownership
- 1.3%
- Symbol
- ADX
- Shares outstanding
- 125,144,846 shares
- SEC form
- SCHEDULE 13G/A
- Accepted by SEC
- 13 Feb 2025, 06:02:39 UTC
- Event date
- 31 Dec 2024
- Source filing
- View source filing
Ownership signal
CIK-linked ownership evidence from parsed SEC filings.
2 signals
Subject security
Names, identifiers, and filing context for this profile.
2 source fields
Source evidence
Original filing metadata and source links for verification.
4 source fields
Key filing fact
Edith H. Bergstrom disclosed 1.3% ownership in Adams Diversified Equity Fund, Inc. Common Stock (ADX) on 31 Dec 2024.
Key facts
- Edith H. Bergstrom filed SCHEDULE 13G/A for Adams Diversified Equity Fund, Inc. Common Stock (ADX).
- Disclosed ownership: 1.3%.
- Date of event: 31 Dec 2024.
Change
- No earlier schedule filing is available for direct comparison.
- Current filing was accepted on 13 Feb 2025, 06:02.
Research use
- This page turns one Schedule 13D/G filing into a quick large-stake read before the raw reporting-person rows.
- Use the linked SEC filing as the source of truth for ownership percentages, shares, and reporting-party details.
Evidence
Backed by Schedule 13D/13G
View source filing
Beneficial ownership values are sourced from the original SEC Schedule 13D/13G filing.
Reporting persons
Disclosed reporting parties (9)
Names, ownership percentages, voting power, signatures, titles, and CIKs as disclosed in this Schedule 13D/G filing.
| Name | Ownership | Shares owned | Sole voting power | Shared voting power | Signature | Title | CIK |
|---|---|---|---|---|---|---|---|
| Edith H. Bergstrom | 1% | 1,195,000 | 1,195,000 | 0 | /s/ Julia Bolous | By: Julia Bolous, Trustee | |
| Edith H. Bergstrom Living Trust | 0.1% | 125,000 | 125,000 | 0 | /s/ Julia Bolous | By: Julia Bolous, Trustee | |
| Erik E. Bergstrom Charitable Remainder Trust | 0.9% | 1,070,000 | 1,070,000 | 0 | /s/ Julia Bolous | By: Julia Bolous, Trustee | |
| Erik E. and Edith H. Bergstrom Foundation | 1.3% | 1,626,883 | 0 | 1,626,883 | /s/ Jennifer Benz, /s/ Rodrigo Barillas, /s/ Janet Greig, /s/ Charles C. Davis, /s/ Ndola Prata | By: Jennifer Benz, Rodrigo Barillas, Janet Greig, Charles C. Davis and Ndola Prata, Trustees | |
| Jennifer Benz | 1.3% | 1,626,883 | 0 | 1,626,883 | /s/ Jennifer Benz | Jennifer Benz | |
| Rodrigo Barillas | 1.3% | 1,626,883 | 0 | 1,626,883 | /s/ Rodrigo Barillas | Rodrigo Barillas | |
| Janet Greig | 1.3% | 1,626,883 | 0 | 1,626,883 | /s/ Janet Greig | Janet Greig | |
| Charles C. Davis | 1.3% | 1,626,883 | 0 | 1,626,883 | /s/ Charles C. Davis | Charles C. Davis | |
| Ndola Prata | 1.3% | 1,626,883 | 0 | 1,626,883 | /s/ Ndola Prata | Ndola Prata |
CIK / CUSIP context first