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Ascentis Wealth Management, LLC: ADBE position timeline

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

Ascentis Wealth Management, LLC held 558 ADBE shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 558 shares
    Change vs previous 13F -439 shares

    0.02% of the 13F portfolio, value $114,397.

    13F-HR/A 0002032602-26-000007 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 0 shares
    • Ascentis Wealth Management, LLC: 558 shares

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

  2. period ended2026-03-31
    13F 997 shares
    Change vs previous 13F -2,185 shares

    0.01% of the 13F portfolio, value $242,346.

    13F-HR 0002032602-26-000003 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 427 shares
    • Ascentis Wealth Management, LLC: 570 shares

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

  3. period ended2025-12-31
    13F 3,182 shares
    Change vs previous 13F +720 shares

    0.11% of the 13F portfolio, value $1,113,626.

    13F-HR 0001845003-26-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 1,770 shares
    • Ascentis Wealth Management, LLC: 1,412 shares

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

  4. period ended2025-09-30
    13F 2,462 shares
    Change vs previous 13F -635 shares

    0.08% of the 13F portfolio, value $868,455.

    13F-HR 0001845003-25-000006 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 1,311 shares
    • Ascentis Wealth Management, LLC: 1,151 shares

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

  5. period ended2025-06-30
    13F 3,097 shares
    Change vs previous 13F +601 shares

    0.13% of the 13F portfolio, value $1,207,439.

    13F-HR 0001979372-25-000006 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 1,311 shares
    • Ascentis Wealth Management, LLC: 1,786 shares

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

  6. period ended2025-03-31
    13F 2,496 shares
    Change vs previous 13F +391 shares

    0.12% of the 13F portfolio, value $956,801.

    13F-HR 0002032602-25-000001 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 1,065 shares
    • Ascentis Wealth Management, LLC: 1,431 shares

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

  7. period ended2024-12-31
    13F 2,105 shares
    Change vs previous 13F -18 shares

    0.11% of the 13F portfolio, value $936,029.

    13F-HR 0001979372-25-000002 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 1,033 shares
    • Ascentis Wealth Management, LLC: 1,072 shares

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

  8. period ended2024-09-30
    13F/A 2,123 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,099,213.

    13F-HR 0001979372-24-000005 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 757 shares
    • Ascentis Wealth Management, LLC: 1,366 shares

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