Cyndeo Wealth Partners, LLC

Position in ADBE — Adobe Inc.

CIK 1950947 ST. PETERSBURG, FL

Position in ADBE

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$310,810

-$68,394 QoQ

Shares Held

1,516

-2.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,367

of 1,964 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Cyndeo Wealth Partners, LLC holds $11,079,796 across 11 Software - Application names. ADBE ranks #9 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	23,358	$5,231,024
2	INTU	Intuit Inc.	8,974	$2,342,214
3	CDNS	Cadence Design Systems Inc	1,529	$573,864
4	FICO	Fair Isaac Corp	451	$538,845
5	CRM	Salesforce, Inc.	2,826	$442,721
6	PAYX	Paychex Inc	4,011	$394,401
7	UBER	Uber Technologies, Inc	5,026	$362,676
8	SHOP	Shopify Inc.	3,096	$353,501

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$310,810	1,516	-2.8%	Shares	Sole	2026-07-21
2026-03-31	$379,204	1,560	-16.6%	Shares	Sole	2026-04-13
2025-12-31	$654,831	1,871	-0.5%	Shares	Sole	2026-01-07
2025-09-30	$663,522	1,881	-10.2%	Shares	Sole	2025-10-10
2025-06-30	$810,513	2,095	-73.0%	Shares	Sole	2025-07-24
2025-03-31	$2,977,726	7,764	+2.9%	Shares	Sole	2025-04-17
2024-12-31	$3,356,444	7,548	+6.1%	Shares	Sole	2025-01-21
2024-09-30	$3,682,451	7,112	+5.8%	Shares	Sole	2024-10-18
2024-06-30	$3,734,339	6,722	+265.7%	Shares	Sole	2024-07-30
2024-03-31	$927,454	1,838	-6.6%	Shares	Sole	2024-04-17
2023-12-31	$1,174,108	1,968	-2.8%	Shares	Sole	2024-01-12
2023-09-30	$1,032,037	2,024	+4.1%	Shares	Sole	2023-10-10
2023-06-30	$950,596	1,944	-2.3%	Shares	Sole	2023-07-27
2023-03-31	$766,500	1,989	-60.7%	Shares	Sole	2023-04-25
2022-12-31	$1,703,514	5,062	—	Shares	Sole	2023-01-25
No filing history on record for this holder in this stock.