Mowery & Schoenfeld Wealth Management, LLC

Position in ADBE — Adobe Inc.

CIK 2019946 LINCOLNSHIRE, IL

Position in ADBE

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$27,677

-$5,138 QoQ

Shares Held

135

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,753

of 1,959 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Mowery & Schoenfeld Wealth Management, LLC holds $302,260 across 9 Software - Application names. ADBE ranks #3 (9.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TYL	Tyler Technologies Inc	390	$114,059
2	CRM	Salesforce, Inc.	697	$109,192
3	ADBE	Adobe Inc. This page	135	$27,677
4	SAP	Sap SE	143	$22,037
5	CDNS	Cadence Design Systems Inc	39	$14,637
6	ADP	Automatic Data Processing Inc	34	$7,614
7	PTC	Ptc Inc.	42	$4,771
8	SNOW	Snowflake Inc.	7	$1,781

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$27,677	135	0.0%	Shares	Sole	2026-08-06
2026-03-31	$32,815	135	-25.4%	Shares	Sole	2026-05-01
2025-12-31	$63,348	181	+30.2%	Shares	Sole	2026-01-28
2025-09-30	$49,032	139	-12.6%	Shares	Sole	2025-10-27
2025-06-30	$61,513	159	-0.6%	Shares	Sole	2025-07-28
2025-03-31	$61,364	160	+0.6%	Shares	Sole	2025-05-05
2024-12-31	$70,704	159	+3875.0%	Shares	Sole	2025-02-10
2024-09-30	$2,071	4	0.0%	Shares	Sole	2024-10-23
2024-06-30	$2,222	4	0.0%	Shares	Sole	2024-08-14
2024-03-31	$2,018	4	-20.0%	Shares	Sole	2024-05-14
2023-12-31	$2,983	5	—	Shares	Sole	2024-05-14
No filing history on record for this holder in this stock.