Avantax Planning Partners, Inc.

Position in ADBE — Adobe Inc.

CIK 1005441 DUBUQUE, IA

Position in ADBE

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,424,273

-$73,585 QoQ

Shares Held

6,947

+12.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#827

of 1,959 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Avantax Planning Partners, Inc. holds $8,528,768 across 10 Software - Application names. ADBE ranks #2 (16.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	20,640	$1,489,382
2	ADBE	Adobe Inc. This page	6,947	$1,424,273
3	NOW	ServiceNow, Inc.	14,211	$1,410,868
4	CRM	Salesforce, Inc.	8,751	$1,370,931
5	WK	Workiva Inc	16,640	$807,206
6	INTU	Intuit Inc.	2,498	$651,978
7	ADP	Automatic Data Processing Inc	2,743	$614,294
8	PAYX	Paychex Inc	2,852	$280,437

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,424,273	6,947	+12.7%	Shares	Sole	2026-07-28
2026-03-31	$1,497,858	6,162	+22.9%	Shares	Sole	2026-05-04
2025-12-31	$1,754,149	5,012	+10.6%	Shares	Sole	2026-02-05
2025-09-30	$1,599,015	4,533	+29.1%	Shares	Sole	2025-10-31
2025-06-30	$1,358,722	3,512	+18.5%	Shares	Sole	2025-08-11
2025-03-31	$1,136,399	2,963	+6.7%	Shares	Sole	2025-04-29
2024-12-31	$1,234,876	2,777	+12.8%	Shares	Sole	2025-02-07
2024-09-30	$1,274,774	2,462	-30.4%	Shares	Sole	2024-11-14
2024-06-30	$1,966,056	3,539	+1.6%	Shares	Sole	2024-08-09
2024-03-31	$1,757,521	3,483	+17.0%	Shares	Sole	2024-05-03
2023-12-31	$1,776,674	2,978	-5.7%	Shares	Sole	2024-02-09
2023-09-30	$1,610,264	3,158	-3.7%	Shares	Sole	2023-11-06
2023-06-30	$1,603,398	3,279	-3.4%	Shares	Sole	2023-07-18
2023-03-31	$1,307,945	3,394	-10.9%	Shares	Sole	2023-04-21
2022-12-31	$1,282,179	3,810	-1.1%	Shares	Sole	2023-02-10
2022-09-30	$1,060,070	3,852	-2.6%	Shares	Sole	2022-10-14
2022-06-30	$1,447,767	3,955	+26.3%	Shares	Sole	2022-07-18
2022-03-31	$1,426,546	3,131	-2.2%	Shares	Sole	2022-05-09
2021-12-31	$1,816,293	3,203	+6.0%	Shares	Sole	2022-01-28
2021-09-30	$1,740,401	3,023	-3.5%	Shares	Sole	2021-10-27
2021-06-30	$1,834,810	3,133	-6.8%	Shares	Sole	2021-08-10
2021-03-31	$1,598,193	3,362	-16.5%	Shares	Sole	2021-05-06
2020-12-31	$2,014,483	4,028	-5.7%	Shares	Sole	2021-02-04
2020-09-30	$2,094,626	4,271	-9.2%	Shares	Sole	2020-10-28
2020-06-30	$2,046,827	4,702	+26.7%	Shares	Sole	2020-07-15
2020-03-31	$1,181,306	3,712	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.