Position in ADBE
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$349,305
-$214,528 QoQ
Shares Held
1,437
-10.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in ADBE Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $6,097,224 across 11 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
6,063 | $949,829 | |
| 2 | UBER |
Uber Technologies, Inc
|
13,117 | $946,522 | |
| 3 | ADP |
Automatic Data Processing Inc
|
3,727 | $834,661 | |
| 4 | NOW |
ServiceNow, Inc.
|
7,700 | $764,456 | |
| 5 | DDOG |
Datadog, Inc.
|
1,678 | $436,884 | |
| 6 | SHOP |
Shopify Inc.
|
3,755 | $428,745 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
1,088 | $408,348 | |
| 8 | INTU |
Intuit Inc.
|
1,426 | $372,186 |
All Filings in ADBE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $349,305 | 1,437 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $563,833 | 1,611 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $652,234 | 1,849 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $783,818 | 2,026 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $673,478 | 1,756 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $843,113 | 1,896 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,035,560 | 2,000 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,001,083 | 1,802 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $738,229 | 1,463 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $848,961 | 1,423 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $826,038 | 1,620 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,551,076 | 3,172 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $2,030,129 | 5,268 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,745,581 | 5,187 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,674,041 | 6,083 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,894,360 | 5,175 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $2,114,988 | 4,642 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $825,639 | 1,456 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $724,831 | 1,259 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $764,845 | 1,306 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $527,660 | 1,110 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $541,129 | 1,082 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $459,532 | 937 | Shares | Sole | 2021-02-03 | |
| 2020-06-30 | $354,777 | 815 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $269,549 | 847 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||