Alpha Omega Wealth Management LLC

Position in ADSK — Autodesk, Inc.

CIK 1665633 RICHMOND, VA

Position in ADSK

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$236,803

-$52,631 QoQ

Shares Held

1,218

+0.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#839

of 1,188 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Alpha Omega Wealth Management LLC holds $3,358,592 across 6 Software - Application names. ADSK ranks #4 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADBE	Adobe Inc.	9,642	$1,976,802
2	PAYX	Paychex Inc	4,857	$477,588
3	ADP	Automatic Data Processing Inc	1,071	$239,850
4	ADSK	Autodesk, Inc. This page	1,218	$236,803
5	CRM	Salesforce, Inc.	1,403	$219,793
6	INTU	Intuit Inc.	796	$207,756

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$236,803	1,218	+0.7%	Shares	Sole	2026-07-20
2026-03-31	$289,434	1,209	+23.4%	Shares	Sole	2026-04-07
2025-12-31	$290,089	980	+0.4%	Shares	Sole	2026-01-22
2025-09-30	$310,045	976	+12.1%	Shares	Sole	2025-10-22
2025-06-30	$269,635	871	+0.5%	Shares	Sole	2025-07-15
2025-03-31	$226,980	867	+2.5%	Shares	Sole	2025-04-15
2024-12-31	$250,052	846	-6.2%	Shares	Sole	2025-01-24
2024-09-30	$248,482	902	-1.1%	Shares	Sole	2024-10-03
2024-06-30	$225,674	912	+1.6%	Shares	Sole	2024-07-25
2024-03-31	$233,857	898	+0.3%	Shares	Sole	2024-04-17
2023-12-31	$217,914	895	-12.4%	Shares	Sole	2024-01-31
2021-06-30	$298,321	1,022	0.0%	Shares	Sole	2021-07-01
2021-03-31	$283,247	1,022	-35.0%	Shares	Sole	2021-04-29
2020-12-31	$480,299	1,573	-1.4%	Shares	Sole	2021-02-05
2020-09-30	$368,460	1,595	0.0%	Shares	Sole	2020-11-05
2020-06-30	$381,508	1,595	0.0%	Shares	Sole	2020-07-27
2020-03-31	$248,979	1,595	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.