Position in ADBE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$221,011
-$111,279 QoQ
Shares Held
1,078
-21.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,537
of 1,959 holders
Holding Since
Sep 2020
24 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, 2026JEPPSON WEALTH MANAGEMENT, LLC holds $6,218,425 across 7 Software - Application names. ADBE ranks #7 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
24,586 | $2,807,229 | |
| 2 | UBER |
Uber Technologies, Inc
|
14,752 | $1,064,504 | |
| 3 | ADP |
Automatic Data Processing Inc
|
3,520 | $788,304 | |
| 4 | PAYX |
Paychex Inc
|
5,321 | $523,213 | |
| 5 | CRM |
Salesforce, Inc.
|
2,614 | $409,509 | |
| 6 | SNOW |
Snowflake Inc.
|
1,590 | $404,655 | |
| 7 | ADBE |
Adobe Inc.
This page
|
1,078 | $221,011 |
All Filings in ADBE
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $221,011 | 1,078 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $332,290 | 1,367 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $489,286 | 1,398 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $541,471 | 1,535 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $578,385 | 1,495 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $549,598 | 1,433 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $683,917 | 1,538 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $748,192 | 1,445 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $802,755 | 1,445 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $734,697 | 1,456 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $869,246 | 1,457 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $743,944 | 1,459 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $707,568 | 1,447 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $567,264 | 1,472 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $513,544 | 1,526 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $490,681 | 1,783 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $576,178 | 1,574 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $706,211 | 1,550 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $874,973 | 1,543 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $748,436 | 1,300 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $743,177 | 1,269 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $603,244 | 1,269 | Shares | Sole | 2021-05-19 | |
| 2020-12-31 | $486,116 | 972 | Shares | Sole | 2021-03-05 | |
| 2020-09-30 | $456,099 | 930 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||