Position in ADBE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$141,463
-$18,240 QoQ
Shares Held
690
+5.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#1,617
of 1,963 holders
Holding Since
Dec 2023
11 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, 2026Dynamic Wealth Strategies, LLC holds $768,542 across 5 Software - Application names. ADBE ranks #3 (18.4% of the industry book) .
All Filings in ADBE
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $141,463 | 690 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $159,703 | 657 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $302,041 | 863 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $249,041 | 706 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $172,161 | 445 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $177,574 | 463 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $200,550 | 451 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $233,001 | 450 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $302,769 | 545 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $291,658 | 578 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $346,028 | 580 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||