Position in ADBE
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$443,133
+$199,541 QoQ
Shares Held
1,823
+161.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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, 2026waypoint wealth counsel holds $78,826 across 1 Software - Application name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BULL |
Webull Corp
|
12,090 | $78,826 |
All Filings in ADBE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $443,133 | 1,823 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $243,592 | 696 | Shares | Other | 2026-01-28 | |
| 2025-09-30 | $677,279 | 1,920 | Shares | Other | 2025-10-20 | |
| 2025-06-30 | $390,748 | 1,010 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $215,927 | 563 | Shares | Other | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||