KINGSWOOD WEALTH ADVISORS, LLC

Position in ADBE — Adobe Inc.

CIK 1987855 SAN DIEGO, CA

Position in ADBE

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$364,935

-$267,559 QoQ

Shares Held

1,780

-31.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,305

of 1,964 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $13,864,740 across 17 Software - Application names. ADBE ranks #11 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSTR	Strategy Inc	41,900	$3,642,367
2	NOW	ServiceNow, Inc.	14,878	$1,477,087
3	UBER	Uber Technologies, Inc	19,051	$1,374,720
4	CRM	Salesforce, Inc.	8,698	$1,362,628
5	SHOP	Shopify Inc.	10,098	$1,152,989
6	PAYX	Paychex Inc	7,222	$710,139
7	ADP	Automatic Data Processing Inc	3,158	$707,234
8	SNOW	Snowflake Inc.	2,487	$632,941

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$364,935	1,780	-31.6%	Shares	Sole	2026-07-27
2026-03-31	$632,494	2,602	-34.9%	Shares	Sole	2026-04-28
2025-12-31	$1,399,610	3,999	+17.1%	Shares	Sole	2026-01-28
2025-09-30	$1,204,288	3,414	-9.9%	Shares	Sole	2025-10-23
2025-06-30	$1,466,662	3,791	-6.7%	Shares	Sole	2025-07-23
2025-03-31	$1,558,665	4,064	-6.2%	Shares	Sole	2025-07-25
2024-12-31	$1,925,909	4,331	-37.7%	Shares	Sole	2025-01-22
2024-09-30	$3,600,124	6,953	+42.3%	Shares	Sole	2024-10-21
2024-06-30	$2,714,923	4,887	+10.8%	Shares	Sole	2024-07-09
2024-03-31	$2,225,790	4,411	-17.6%	Shares	Sole	2024-04-15
2023-12-31	$3,194,196	5,354	+265.0%	Shares	Sole	2024-01-16
2023-09-30	$748,023	1,467	-31.1%	Shares	Sole	2023-10-24
2023-06-30	$1,040,570	2,128	—	Shares	Sole	2023-08-09
No filing history on record for this holder in this stock.