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EP Wealth Advisors, LLC: ADBE position timeline

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

EP Wealth Advisors, LLC held 15,339 ADBE shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,339 shares
    Change vs previous 13F -47,755 shares

    0.01% of the 13F portfolio, value $3,144,763.

    13F-HR 0001398344-26-014114 filed by EP Wealth Advisors, 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 63,094 shares
    Change vs previous 13F +4,680 shares

    0.08% of the 13F portfolio, value $15,336,814.

    13F-HR 0001398344-26-009125 filed by EP Wealth Advisors, 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 58,414 shares
    Change vs previous 13F +6,797 shares

    0.11% of the 13F portfolio, value $20,444,255.

    13F-HR 0001398344-26-003327 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 51,617 shares
    Change vs previous 13F +2,914 shares

    0.13% of the 13F portfolio, value $19,969,722.

    13F-HR 0001398344-25-015642 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 48,703 shares
    Change vs previous 13F +3,357 shares

    0.15% of the 13F portfolio, value $18,678,877.

    13F-HR 0001398344-25-009656 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 45,346 shares
    Change vs previous 13F -392 shares

    0.16% of the 13F portfolio, value $20,164,580.

    13F-HR 0001398344-25-002748 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 45,738 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $23,682,420.

    13F-HR 0001398344-24-020942 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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