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Disclosery

CreativeOne Wealth, LLC: ADBE position timeline

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

CreativeOne Wealth, LLC held 3,777 ADBE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,777 shares
    Change vs previous 13F -1,353 shares

    0.02% of the 13F portfolio, value $774,393.

    13F-HR 0001739728-26-000004 filed by CreativeOne 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 ended2026-03-31
    13F 5,130 shares
    Change vs previous 13F -2,745 shares

    0.03% of the 13F portfolio, value $1,247,011.

    13F-HR 0001739728-26-000003 filed by CreativeOne 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 ended2025-12-31
    13F 7,875 shares
    Change vs previous 13F +820 shares

    0.07% of the 13F portfolio, value $2,756,171.

    13F-HR 0001739728-26-000001 filed by CreativeOne 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 ended2025-09-30
    13F 7,055 shares
    Change vs previous 13F -583 shares

    0.06% of the 13F portfolio, value $2,488,652.

    13F-HR 0001739728-25-000007 filed by CreativeOne 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 ended2025-06-30
    13F 7,638 shares
    Change vs previous 13F -207 shares

    0.08% of the 13F portfolio, value $2,954,990.

    13F-HR 0001739728-25-000004 filed by CreativeOne 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 ended2025-03-31
    13F 7,845 shares
    Change vs previous 13F -710 shares

    0.09% of the 13F portfolio, value $3,008,793.

    13F-HR 0001739728-25-000003 filed by CreativeOne 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 ended2024-12-31
    13F 8,555 shares
    Change vs previous 13F +28 shares

    0.12% of the 13F portfolio, value $3,804,238.

    13F-HR 0001739728-25-000001 filed by CreativeOne 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 ended2024-09-30
    13F 8,527 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $4,415,110.

    13F-HR 0001739728-24-000007 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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