Position in ADSK
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$309,783
-$100,486 QoQ
Shares Held
1,294
-6.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ADSK Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Pinnacle Wealth Planning Services, Inc. holds $8,727,647 across 81 Software - Application names. ADSK ranks #8 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SAP |
Sap SE
|
6,723 | $1,151,044 | |
| 2 | UBER |
Uber Technologies, Inc
|
10,590 | $761,738 | |
| 3 | INTU |
Intuit Inc.
|
1,636 | $707,373 | |
| 4 | NOW |
ServiceNow, Inc.
|
5,627 | $588,302 | |
| 5 | SHOP |
Shopify Inc.
|
3,484 | $413,272 | |
| 6 | CRM |
Salesforce, Inc.
|
1,991 | $371,659 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
1,226 | $340,668 | |
| 8 | ADSK |
Autodesk, Inc.
This page
|
1,294 | $309,783 |
All Filings in ADSK
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $309,783 | 1,294 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $410,269 | 1,386 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $442,831 | 1,394 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $446,399 | 1,442 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $308,400 | 1,178 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $325,127 | 1,100 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $391,732 | 1,422 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $363,009 | 1,467 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $396,098 | 1,521 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $369,602 | 1,518 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $315,951 | 1,527 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $313,461 | 1,532 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $348,876 | 1,676 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $307,400 | 1,645 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $301,495 | 1,614 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $262,754 | 1,528 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $264,722 | 1,235 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $360,766 | 1,283 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $375,854 | 1,318 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $368,961 | 1,264 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $343,665 | 1,240 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $388,697 | 1,273 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $284,372 | 1,231 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $295,638 | 1,236 | Shares | Sole | 2020-07-27 | |
| No filing history on record for this holder in this stock. | ||||||