Falcon Wealth Planning

Position in ADBE — Adobe Inc.

CIK 1839850 Ontario, CA

Position in ADBE

as of Mar 31, 2026 · filed Apr 21, 2026 Compact

Position Value

$282,458

-$223,977 QoQ

Shares Held

1,162

-19.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Technology · as of Jun 30, 2026

Falcon Wealth Planning holds $634,530 across 2 Software - Application names.

#	Ticker	Company	Shares	Value (USD)	Open
1	ADP	Automatic Data Processing Inc	1,620	$362,799
2	CDNS	Cadence Design Systems Inc	724	$271,731

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$282,458	1,162	-19.7%	Shares	Sole	2026-04-21
2025-12-31	$506,435	1,447	+13.3%	Shares	Sole	2026-02-03
2025-09-30	$450,461	1,277	+5.4%	Shares	Sole	2025-10-10
2025-06-30	$468,898	1,212	-4.8%	Shares	Sole	2025-07-16
2025-03-31	$488,233	1,273	+11.1%	Shares	Sole	2025-04-24
2024-12-31	$509,603	1,146	-5.6%	Shares	Sole	2025-01-22
2024-09-30	$628,584	1,214	+3.6%	Shares	Sole	2024-10-30
2024-06-30	$651,092	1,172	+0.9%	Shares	Sole	2024-07-16
2024-03-31	$585,840	1,161	-1.0%	Shares	Sole	2024-04-15
2023-12-31	$699,811	1,173	—	Shares	Sole	2024-01-10
No filing history on record for this holder in this stock.