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Disclosery

Transform Wealth, LLC: ADBE position timeline

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

Transform Wealth, LLC held 20,613 ADBE shares at 2025-03-31 per its 13F-HR filed 2025-04-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 20,613 shares
    Change vs previous 13F -4,932 shares

    0.48% of the 13F portfolio, value $7,905,521.

    13F-HR 0001085146-25-002109 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 25,545 shares
    Change vs previous 13F +1,907 shares

    0.63% of the 13F portfolio, value $11,359,464.

    13F-HR 0001085146-25-000306 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 23,638 shares
    Change vs previous 13F +419 shares

    0.81% of the 13F portfolio, value $12,239,170.

    13F-HR 0001085146-24-004926 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 23,219 shares
    Change vs previous 13F +185 shares

    0.97% of the 13F portfolio, value $12,898,998.

    13F-HR 0001085146-24-002961 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 23,034 shares
    Change vs previous 13F -2,711 shares

    1.1% of the 13F portfolio, value $11,622,898.

    13F-HR 0001085146-24-001836 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F/A 25,745 shares
    Change vs previous 13F +3,474 shares

    1.5% of the 13F portfolio, value $15,359,468.

    13F-HR/A 0001085146-24-001543 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 22,271 shares
    Change vs previous 13F +537 shares

    1.2% of the 13F portfolio, value $11,355,983.

    13F-HR 0001085146-23-003682 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 21,734 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $10,627,710.

    13F-HR 0001085146-23-002680 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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