Position in ADBE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,559,352
-$703,541 QoQ
Shares Held
17,361
-1.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#557
of 1,956 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ADBE Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $17,365,129 across 36 Software - Application names. ADBE ranks #1 (20.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
This page
|
17,361 | $3,559,352 | |
| 2 | CRM |
Salesforce, Inc.
|
16,328 | $2,557,944 | |
| 3 | NOW |
ServiceNow, Inc.
|
24,680 | $2,450,230 | |
| 4 | SHOP |
Shopify Inc.
|
20,436 | $2,333,382 | |
| 5 | DDOG |
Datadog, Inc.
|
4,940 | $1,286,178 | |
| 6 | SNOW |
Snowflake Inc.
|
3,449 | $877,770 | |
| 7 | WDAY |
Workday, Inc.
|
6,786 | $830,742 | |
| 8 | FICO |
Fair Isaac Corp
|
602 | $719,257 |
All Filings in ADBE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,559,352 | 17,361 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $4,262,893 | 17,537 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,919,730 | 16,914 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $6,113,157 | 17,330 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $6,928,633 | 17,909 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $6,883,212 | 17,947 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $7,957,103 | 17,894 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $9,731,675 | 18,795 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $10,438,596 | 18,790 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $9,404,230 | 18,637 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $11,039,486 | 18,504 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $9,720,223 | 19,063 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $9,376,872 | 19,176 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $7,451,128 | 19,335 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $6,548,873 | 19,460 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $5,620,409 | 20,423 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $7,466,159 | 20,396 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $9,219,926 | 20,236 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $11,397,906 | 20,100 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $11,502,309 | 19,979 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $11,783,662 | 20,121 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $9,638,602 | 20,276 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $10,557,033 | 21,109 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $10,356,410 | 21,117 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $8,982,186 | 20,634 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $6,322,474 | 19,867 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||