Paragon Private Wealth Management, LLC

Position in ADBE — Adobe Inc.

CIK 1922684 LEXINGTON, KY

Position in ADBE

as of Mar 31, 2026 · filed May 19, 2026 Compact

Position Value

$202,728

-$132,211 QoQ

Shares Held

834

-12.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

12 quarters on record

Voting authority Sole 52% Shared 0% None 48%

Technology · as of Jun 30, 2026

Paragon Private Wealth Management, LLC holds $4,459,621 across 6 Software - Application names.

#	Ticker	Company	Shares	Value (USD)
1	SNOW	Snowflake Inc.	4,464	$1,136,088
2	ADP	Automatic Data Processing Inc	4,409	$987,395
3	UBER	Uber Technologies, Inc	12,839	$926,461
4	PAYX	Paychex Inc	8,862	$871,399
5	CRM	Salesforce, Inc.	1,953	$305,956
6	CDNS	Cadence Design Systems Inc	619	$232,322

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$202,728	834	-12.9%	Shares	Defined	2026-05-19
2025-12-31	$334,939	957	-23.8%	Shares	Sole	2026-02-11
2025-09-30	$443,054	1,256	+23.7%	Shares	Sole	2025-11-03
2025-06-30	$392,683	1,015	-24.8%	Shares	Defined	2025-08-14
2025-03-31	$517,381	1,349	-28.9%	Shares	Defined	2025-05-15
2024-12-31	$843,557	1,897	+7.4%	Shares	Sole	2025-02-07
2024-09-30	$914,917	1,767	+21.5%	Shares	Sole	2024-11-07
2024-06-30	$807,755	1,454	+29.2%	Shares	Sole	2024-08-12
2024-03-31	$567,675	1,125	+43.5%	Shares	Sole	2024-05-13
2023-12-31	$467,734	784	+66.8%	Shares	Sole	2024-02-09
2023-09-30	$239,653	470	+22.1%	Shares	Sole	2023-11-13
2021-12-31	$218,318	385	—	Shares	Sole	2022-06-08
No filing history on record for this holder in this stock.