Powers Advisory Group, LLC ADBE ADOBE SYSTEMS INCORPORATED

Ownership history in Powers Advisory Group, LLC  ·  15 quarters on record

AI Ownership Summary

Powers Advisory Group, LLC reported ADOBE SYSTEMS INCORPORATED (ADBE) in 15 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.22% in 2023 Q4. The latest visible filing shows ADBE at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ADBE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Powers Advisory Group, LLC's position in ADOBE SYSTEMS INCORPORATED, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ADBE was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.22% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Powers Advisory Group, LLC held ADBE — position size vs. price
% of Fund (quarterly)    ADBE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 18.4% -30.6% 614 -138 -18.4% 0.08% $215K 2026-01-22 $299.73
2025 Q3 ADDED 752 +12 +1.6% 0.11% $265K 2025-10-22 $354.09
2025 Q2 ADDED 740 +89 +13.7% 0.13% $286K 2025-07-18 $365.79
2025 Q1 ADDED 651 +32 +5.2% 0.12% $250K 2025-04-16 $344.19
2024 Q4 REDUCED 619 -5 -0.8% 0.14% $275K 2025-01-23 $437.28
2024 Q3 ADDED 624 +15 +2.5% 0.16% $323K 2024-10-18 $494.90
2024 Q2 UNCHANGED 609 0% 0.18% $338K 2024-07-24 $531.04
2024 Q1 ADDED 609 +8 +1.3% 0.18% $307K 2024-04-19 $465.02
2023 Q4 UNCHANGED 601 0% 0.22% $359K 2024-01-17 $596.10
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Powers Advisory Group, LLC and ADBE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Powers Advisory Group, LLC reported owning ADBE?

Powers Advisory Group, LLC reported ADBE across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ADBE position in Powers Advisory Group, LLC's portfolio?

The largest reported portfolio weight for ADBE was 0.22% in 2023 Q4.

What is the latest reported ADBE position on this page?

The most recent filing on this page is 2025 Q4, when Powers Advisory Group, LLC reported 614 shares, equal to 0.08% of portfolio, with an estimated market value of $215K.

What does the chart on this ADBE ownership page compare?

The chart compares Powers Advisory Group, LLC's quarterly ADBE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Powers Advisory Group, LLC time their ADBE position?

Based on 13F filing dates vs. subsequent ADBE price moves, Powers Advisory Group, LLC correctly timed 5 out of 11 reported position changes (45%). The annualised alpha on ADBE relative to SPY over the holding period was -20.5%.

← Back to Powers Advisory Group, LLC Holdings