SAX WEALTH ADVISORS, LLC

Position in ADBE — Adobe Inc.

CIK 1846150 PARSIPPANY, NJ

Position in ADBE

as of Mar 31, 2026 · filed Apr 8, 2026 Compact

Position Value

$145,361

-$83,182 QoQ

Shares Held

598

-8.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

SAX WEALTH ADVISORS, LLC holds $5,352,299 across 6 Software - Application names.

#	Ticker	Company	Shares	Value (USD)
1	DDOG	Datadog, Inc.	5,257	$1,368,712
2	ADP	Automatic Data Processing Inc	6,058	$1,356,689
3	SHOP	Shopify Inc.	8,799	$1,004,669
4	CRM	Salesforce, Inc.	4,201	$658,128
5	UBER	Uber Technologies, Inc	8,409	$606,793
6	NOW	ServiceNow, Inc.	3,599	$357,308

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$145,361	598	-8.4%	Shares	Sole	2026-04-08
2025-12-31	$228,543	653	+11.2%	Shares	Sole	2026-01-12
2025-09-30	$207,064	587	+4.4%	Shares	Sole	2025-10-20
2025-06-30	$217,426	562	+11.3%	Shares	Sole	2025-07-23
2024-09-30	$261,478	505	+27.8%	Shares	Sole	2024-10-17
2024-06-30	$219,438	395	+8.8%	Shares	Sole	2024-07-12
2023-12-31	$216,565	363	-70.7%	Shares	Sole	2024-02-14
2022-03-31	$564,513	1,239	0.0%	Shares	Sole	2022-08-11
2021-12-31	$702,587	1,239	0.0%	Shares	Sole	2022-02-07
2021-09-30	$713,317	1,239	0.0%	Shares	Sole	2021-12-10
2021-06-30	$725,607	1,239	0.0%	Shares	Sole	2021-08-12
2021-03-31	$588,983	1,239	+24.0%	Shares	Sole	2021-05-14
2020-12-31	$499,619	999	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.