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WealthPlan Investment Management, LLC: ADBE position timeline

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

WealthPlan Investment Management, LLC held 5,809 ADBE shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,809 shares
    Change vs previous 13F +307 shares

    0.06% of the 13F portfolio, value $1,190,961.

    13F-HR 0001929986-26-000006 filed by WealthPlan Investment 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 5,502 shares
    Change vs previous 13F -2,634 shares

    0.07% of the 13F portfolio, value $1,337,426.

    13F-HR 0001929986-26-000005 filed by WealthPlan Investment 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 8,136 shares
    Change vs previous 13F -4,080 shares

    0.18% of the 13F portfolio, value $2,847,519.

    13F-HR 0001929986-26-000004 filed by WealthPlan Investment 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 12,216 shares
    Change vs previous 13F +824 shares

    0.29% of the 13F portfolio, value $4,309,194.

    13F-HR 0001929986-25-000008 filed by WealthPlan Investment 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 11,392 shares
    Change vs previous 13F +1,916 shares

    0.32% of the 13F portfolio, value $4,407,337.

    13F-HR 0001929986-25-000004 filed by WealthPlan Investment 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 9,476 shares
    Change vs previous 13F +3,060 shares

    0.36% of the 13F portfolio, value $3,634,330.

    13F-HR 0002009530-25-000003 filed by WealthPlan Investment 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 6,416 shares
    Change vs previous 13F +888 shares

    0.28% of the 13F portfolio, value $2,853,067.

    13F-HR 0001929986-25-000001 filed by WealthPlan Investment 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 5,528 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $2,862,288.

    13F-HR 0001929986-24-000004 filed by WealthPlan Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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