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AE Wealth Management LLC: ADBE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on ADBE, newest first. How the timeline and the estimate are built.

AE Wealth Management LLC held 43,339 ADBE shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,339 shares
    Change vs previous 13F +20,305 shares

    0.04% of the 13F portfolio, value $8,885,285.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 23,034 shares
    Change vs previous 13F -20,436 shares

    0.03% of the 13F portfolio, value $5,598,853.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 43,470 shares
    Change vs previous 13F +4,281 shares

    0.09% of the 13F portfolio, value $15,213,742.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 39,189 shares
    Change vs previous 13F +7,596 shares

    0.09% of the 13F portfolio, value $13,823,664.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 31,593 shares
    Change vs previous 13F +3,883 shares

    0.09% of the 13F portfolio, value $12,222,765.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 27,710 shares
    Change vs previous 13F +3,153 shares

    0.09% of the 13F portfolio, value $10,627,703.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 24,557 shares
    Change vs previous 13F +4,025 shares

    0.09% of the 13F portfolio, value $10,920,060.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 20,532 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $10,631,076.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).