Phoenix Wealth Advisors

Position in ADBE — Adobe Inc.

CIK 1842362 CHAPEL HILL, NC

Position in ADBE

as of Mar 31, 2026 · filed Apr 22, 2026 Compact

Position Value

$210,021

-$263,865 QoQ

Shares Held

864

-36.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Phoenix Wealth Advisors holds $316,524 across 1 Software - Application name.

#	Ticker	Company	Shares	Value (USD)	Open
1	PAYX	Paychex Inc	3,219	$316,524

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$210,021	864	-36.2%	Shares	Sole	2026-04-22
2025-12-31	$473,886	1,354	0.0%	Shares	Sole	2026-01-22
2025-09-30	$477,623	1,354	+0.1%	Shares	Sole	2025-10-28
2025-06-30	$523,061	1,352	0.0%	Shares	Sole	2025-08-08
2025-03-31	$518,532	1,352	-1.2%	Shares	Sole	2025-05-14
2024-12-31	$608,766	1,369	+0.6%	Shares	Sole	2025-01-17
2024-09-30	$704,698	1,361	0.0%	Shares	Sole	2024-11-08
2024-06-30	$756,089	1,361	0.0%	Shares	Sole	2024-07-17
2024-03-31	$686,760	1,361	+0.7%	Shares	Sole	2024-04-26
2023-12-31	$806,603	1,352	0.0%	Shares	Sole	2024-01-30
2023-09-30	$689,384	1,352	0.0%	Shares	Sole	2023-11-06
2023-06-30	$661,114	1,352	0.0%	Shares	Sole	2023-07-13
2023-03-31	$521,020	1,352	0.0%	Shares	Sole	2023-05-05
2022-12-31	$454,988	1,352	0.0%	Shares	Sole	2023-02-06
2022-09-30	$372,070	1,352	-10.5%	Shares	Sole	2022-11-07
2022-06-30	$552,750	1,510	-0.2%	Shares	Sole	2022-08-01
2021-12-31	$857,961	1,513	+0.9%	Shares	Sole	2022-02-11
2021-09-30	$863,580	1,500	0.0%	Shares	Sole	2021-11-15
2021-06-30	$878,460	1,500	0.0%	Shares	Sole	2021-07-23
2021-03-31	$713,055	1,500	-3.4%	Shares	Sole	2021-04-12
2020-12-31	$776,686	1,553	—	Shares	Sole	2021-02-05
No filing history on record for this holder in this stock.