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Modern Wealth Management, LLC: ADBE position timeline

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

Modern Wealth Management, LLC held 3,399 ADBE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,399 shares
    Change vs previous 13F -1,144 shares

    0.01% of the 13F portfolio, value $696,862.

    13F-HR 0002001900-26-000007 filed by Modern 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 4,543 shares
    Change vs previous 13F +161 shares

    0.02% of the 13F portfolio, value $1,096,545.

    13F-HR 0002001900-26-000006 filed by Modern 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 4,382 shares
    Change vs previous 13F -5,690 shares

    0.03% of the 13F portfolio, value $1,533,795.

    13F-HR 0002001900-26-000001 filed by Modern 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 10,072 shares
    Change vs previous 13F +162 shares

    0.07% of the 13F portfolio, value $3,553,037.

    13F-HR 0002001900-25-000023 filed by Modern 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/A 9,910 shares
    Change vs previous 13F +392 shares

    0.1% of the 13F portfolio, value $3,834,133.

    13F-HR/A 0002001900-25-000022 filed by Modern 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/A 9,518 shares
    Change vs previous 13F +3,666 shares

    0.12% of the 13F portfolio, value $3,650,590.

    13F-HR/A 0002001900-25-000019 filed by Modern 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/A 5,852 shares
    Change vs previous 13F +421 shares

    0.1% of the 13F portfolio, value $2,602,442.

    13F-HR/A 0002001900-25-000017 filed by Modern 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/A 5,431 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,812,063.

    13F-HR/A 0002001900-25-000015 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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