LIBERTY WEALTH MANAGEMENT LLC

Position in ADBE — Adobe Inc.

CIK 1769302 OAKLAND, CA

Position in ADBE

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$258,940

-$48,070 QoQ

Shares Held

1,263

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,448

of 1,959 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

LIBERTY WEALTH MANAGEMENT LLC holds $2,000,310 across 4 Software - Application names. ADBE ranks #3 (12.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	4,213	$943,501
2	INTU	Intuit Inc.	2,090	$545,490
3	ADBE	Adobe Inc. This page	1,263	$258,940
4	CRM	Salesforce, Inc.	1,611	$252,379

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$258,940	1,263	0.0%	Shares	Sole	2026-08-06
2026-03-31	$307,010	1,263	-5.4%	Shares	Sole	2026-05-12
2025-12-31	$467,236	1,335	-0.7%	Shares	Sole	2026-02-04
2025-09-30	$474,448	1,345	-1.5%	Shares	Sole	2025-10-31
2025-06-30	$528,091	1,365	-3.8%	Shares	Sole	2025-08-01
2024-12-31	$631,000	1,419	-1.2%	Shares	Sole	2025-02-10
2024-09-30	$743,532	1,436	-99.7%	Shares	Sole	2024-11-04
2024-06-30	$816	572,645	+55496.6%	Shares	Sole	2024-08-07
2024-03-31	$519,738	1,030	+140.1%	Shares	Sole	2024-05-03
2023-09-30	$218,747	429	-4.5%	Shares	Sole	2023-11-13
2023-06-30	$219,556	449	-93.1%	Shares	Sole	2023-08-10
2023-03-31	$2,490,646	6,463	+1227.1%	Shares	Sole	2023-05-03
2022-03-31	$221,886	487	-3.2%	Shares	Sole	2022-05-09
2021-09-30	$289,587	503	+130.7%	Shares	Sole	2021-11-15
2021-06-30	$127,669	218	+20.4%	Shares	Sole	2021-08-13
2021-03-31	$86,041	181	0.0%	Shares	Sole	2021-05-17
2020-12-31	$90,521	181	+4.6%	Shares	Sole	2021-02-09
2020-09-30	$84,844	173	-4.9%	Shares	Sole	2020-11-05
2020-06-30	$79,226	182	-0.5%	Shares	Sole	2020-08-04
2020-03-31	$58,237	183	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.