Position in U
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$219
+$157 QoQ
Shares Held
10
+400.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in U Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026WFA of San Diego, LLC holds $164,016 across 1 Software - Application name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
800 | $164,016 |
All Filings in U
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $219 | 10 | Shares | Sole | 2026-05-11 | |
| 2023-09-30 | $62 | 2 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $86 | 2 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||