Position in ADBE
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$443,864
-$678,903 QoQ
Shares Held
1,826
-43.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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, 2026Dynasty Wealth Management, LLC holds $5,288,455 across 7 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
31,159 | $2,248,433 | |
| 2 | NOW |
ServiceNow, Inc.
|
8,311 | $825,116 | |
| 3 | SHOP |
Shopify Inc.
|
6,679 | $762,608 | |
| 4 | U |
Unity Software Inc.
|
15,391 | $439,874 | |
| 5 | INTU |
Intuit Inc.
|
1,649 | $430,389 | |
| 6 | DDOG |
Datadog, Inc.
|
1,379 | $359,036 | |
| 7 | ROP |
Roper Technologies Inc
|
659 | $222,999 |
All Filings in ADBE
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $443,864 | 1,826 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,122,767 | 3,208 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,287,537 | 3,650 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,874,433 | 4,845 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,888,118 | 4,923 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,830,747 | 4,117 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,767,016 | 5,344 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,390,488 | 4,303 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,113,769 | 4,189 | Shares | Sole | 2024-05-16 | |
| No filing history on record for this holder in this stock. | ||||||