Position in ADBE
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$207,104
-$29,489 QoQ
Shares Held
852
+26.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
8 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, 2026Core Wealth Advisors, Inc. holds $279,324 across 1 Software - Application name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
1,783 | $279,324 |
All Filings in ADBE
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $207,104 | 852 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $236,593 | 676 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $422,594 | 1,198 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $285,517 | 738 | Shares | Sole | 2025-08-14 | |
| 2024-03-31 | $12,615 | 25 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $14,915 | 25 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $70,451 | 256 | Shares | Sole | 2022-11-10 | |
| 2021-12-31 | $2,268 | 4 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||