Position in ADBE
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$120,961
+$11,089 QoQ
Shares Held
590
+30.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#441
of 579 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ADBE Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Golden State Wealth Management, LLC holds $3,102,387 across 31 Software - Application names. ADBE ranks #5 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSTR |
Strategy Inc
|
23,141 | $2,011,647 | |
| 2 | UBER |
Uber Technologies, Inc
|
2,739 | $197,646 | |
| 3 | CRM |
Salesforce, Inc.
|
1,004 | $157,286 | |
| 4 | SHOP |
Shopify Inc.
|
1,116 | $127,424 | |
| 5 | ADBE |
Adobe Inc.
This page
|
590 | $120,961 | |
| 6 | INTU |
Intuit Inc.
|
436 | $113,796 | |
| 7 | NOW |
ServiceNow, Inc.
|
718 | $71,283 | |
| 8 | ADP |
Automatic Data Processing Inc
|
309 | $69,200 |
All Filings in ADBE
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $120,961 | 590 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $109,872 | 452 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $170,795 | 488 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $68,786 | 195 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $64,608 | 167 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $63,282 | 165 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $228,565 | 514 | Shares | Sole | 2025-01-28 | |
| 2022-03-31 | $540,365 | 1,186 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $953,227 | 1,681 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $682,803 | 1,186 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $731,464 | 1,249 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $604,195 | 1,271 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $794,690 | 1,589 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $531,626 | 1,084 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $566,338 | 1,301 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $433,124 | 1,361 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||