Wharton Business Group, LLC

Position in ADSK — Autodesk, Inc.

CIK 1513126 MALVERN, PA

Position in ADSK

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$280,936

-$64,997 QoQ

Shares Held

1,445

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#799

of 1,193 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Wharton Business Group, LLC holds $1,474,635 across 4 Software - Application names. ADSK ranks #3 (19.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADBE	Adobe Inc.	2,723	$558,269
2	PAYX	Paychex Inc	3,715	$365,295
3	ADSK	Autodesk, Inc. This page	1,445	$280,936
4	INTU	Intuit Inc.	1,035	$270,135

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$280,936	1,445	0.0%	Shares	Sole	2026-08-10
2026-03-31	$345,933	1,445	0.0%	Shares	Sole	2026-05-07
2025-12-31	$427,734	1,445	0.0%	Shares	Sole	2026-02-11
2025-09-30	$459,033	1,445	0.0%	Shares	Sole	2025-11-10
2025-06-30	$447,328	1,445	0.0%	Shares	Sole	2025-08-14
2025-03-31	$378,301	1,445	0.0%	Shares	Sole	2025-05-09
2024-12-31	$427,098	1,445	0.0%	Shares	Sole	2025-02-04
2024-09-30	$398,068	1,445	-2.5%	Shares	Sole	2024-11-07
2024-06-30	$366,720	1,482	+2.6%	Shares	Sole	2024-08-12
2024-03-31	$376,306	1,445	0.0%	Shares	Sole	2024-05-13
2023-12-31	$351,828	1,445	0.0%	Shares	Sole	2024-02-07
2023-09-30	$298,984	1,445	0.0%	Shares	Sole	2023-11-06
2023-06-30	$295,661	1,445	0.0%	Shares	Sole	2023-08-07
2023-03-31	$300,791	1,445	0.0%	Shares	Sole	2023-05-04
2022-12-31	$270,027	1,445	0.0%	Shares	Sole	2023-02-13
2022-09-30	$269,926	1,445	0.0%	Shares	Sole	2022-10-31
2022-06-30	$248,482	1,445	0.0%	Shares	Sole	2022-08-09
2022-03-31	$309,735	1,445	0.0%	Shares	Sole	2022-05-18
2021-12-31	$406,319	1,445	0.0%	Shares	Sole	2022-02-10
2021-06-30	$421,795	1,445	-20.8%	Shares	Sole	2021-08-11
2021-03-31	$505,798	1,825	0.0%	Shares	Sole	2021-05-10
2020-12-31	$557,245	1,825	0.0%	Shares	Sole	2021-02-11
2020-09-30	$421,593	1,825	0.0%	Shares	Sole	2020-11-06
2020-06-30	$436,521	1,825	+12.3%	Shares	Sole	2020-08-11
2020-03-31	$253,662	1,625	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.