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Equibles

Bogart Wealth, LLC

Position in ADSK — Autodesk, Inc.

CIK 1715740 MCLEAN, VA
Back to ADSK Full portfolio

Position in ADSK

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$81,850
-$6,458,797 QoQ
Shares Held
421
-98.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#950
of 1,195 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in ADSK Over Time

Shares Held

Position Value (USD)

Position in Software - Application

Technology · as of Jun 30, 2026

Bogart Wealth, LLC holds $23,002,887 across 57 Software - Application names. ADSK ranks #8 (0.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 SHOP
Shopify Inc.
 65,143 $7,438,027
2 UBER
Uber Technologies, Inc
 101,294 $7,309,375
3 ADP
Automatic Data Processing Inc
 27,725 $6,209,013
4 ROP
Roper Technologies Inc
 2,244 $759,347
5 ADBE
Adobe Inc.
 1,694 $347,303
6 CRM
Salesforce, Inc.
 1,335 $209,141
7 NOW
ServiceNow, Inc.
 1,085 $107,718
8 ADSK
Autodesk, Inc.
This page 		421 $81,850

All Filings in ADSK

Export CSV
17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $81,850 421
2026-03-31 $6,540,647 27,321
2025-12-31 $7,849,297 26,517
2025-09-30 $30,496 96
2025-06-30 $39,005 126
2025-03-31 $21,467 82
2024-12-31 $13,891 47
2024-09-30 $10,743 39
2024-06-30 $9,650 39
2024-03-31 $10,156 39
2023-12-31 $9,495 39
2023-09-30 $8,069 39
2023-06-30 $7,979 39
2023-03-31 $10,824 52
2022-12-31 $6,166 33
2022-09-30 $6,164 33
2022-06-30 $5,674 33