Position in ADBE
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$467,855
-$187,488 QoQ
Shares Held
2,282
-15.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,199
of 1,964 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ADBE Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $14,625,820 across 16 Software - Application names. ADBE ranks #9 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
83,572 | $6,030,555 | |
| 2 | NOW |
ServiceNow, Inc.
|
16,873 | $1,675,151 | |
| 3 | CRM |
Salesforce, Inc.
|
8,237 | $1,290,408 | |
| 4 | SNOW |
Snowflake Inc.
|
3,525 | $897,112 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
1,954 | $733,375 | |
| 6 | SHOP |
Shopify Inc.
|
5,269 | $601,614 | |
| 7 | ADSK |
Autodesk, Inc.
|
2,900 | $563,818 | |
| 8 | MSTR |
Strategy Inc
|
6,046 | $525,578 |
All Filings in ADBE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $467,855 | 2,282 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $655,343 | 2,696 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,466,808 | 4,191 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,712,248 | 4,854 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,981,599 | 5,122 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $4,348,081 | 9,778 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $5,979,841 | 11,549 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $8,110,884 | 14,600 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $8,559,529 | 16,963 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $9,577,219 | 16,053 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $8,649,433 | 16,963 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $8,078,603 | 16,521 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $6,851,878 | 17,780 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $6,551,566 | 19,468 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $5,682,053 | 20,647 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $7,406,124 | 20,232 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $9,850,046 | 21,619 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $11,075,248 | 19,531 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $9,995,650 | 17,362 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $8,613,007 | 14,707 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $7,909,679 | 16,639 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $5,863,905 | 11,725 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $7,204,415 | 14,690 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $4,870,246 | 11,188 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $3,744,729 | 11,767 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||