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Concentrum Wealth Management: ADBE position timeline

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

Concentrum Wealth Management held 5,292 ADBE shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,292 shares
    Change vs previous 13F -82 shares

    0.26% of the 13F portfolio, value $1,084,966.

    13F-HR 0001765380-26-000302 filed by Concentrum Wealth Management
    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 5,374 shares
    Change vs previous 13F -1,304 shares

    0.39% of the 13F portfolio, value $1,306,312.

    13F-HR 0001765380-26-000137 filed by Concentrum Wealth Management
    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 6,678 shares
    Change vs previous 13F -653 shares

    0.65% of the 13F portfolio, value $2,337,233.

    13F-HR 0001765387-26-000001 filed by Concentrum Wealth Management
    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 7,331 shares
    Change vs previous 13F -716 shares

    0.75% of the 13F portfolio, value $2,586,010.

    13F-HR 0001765387-25-000003 filed by Concentrum Wealth Management
    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 8,047 shares
    Change vs previous 13F -1,154 shares

    0.98% of the 13F portfolio, value $3,113,223.

    13F-HR 0001765380-25-000328 filed by Concentrum Wealth Management
    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 9,201 shares
    Change vs previous 13F -360 shares

    1.31% of the 13F portfolio, value $3,528,860.

    13F-HR 0001765380-25-000189 filed by Concentrum Wealth Management
    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 9,561 shares
    Change vs previous 13F +257 shares

    1.5% of the 13F portfolio, value $4,251,585.

    13F-HR 0001765380-25-000094 filed by Concentrum Wealth Management
    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 9,304 shares
    Change vs previous 13F not available

    1.87% of the 13F portfolio, value $4,817,425.

    13F-HR 0001765380-24-000451 filed by Concentrum Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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