LifePlan Financial, LLC

Position in ADSK — Autodesk, Inc.

CIK 1739485 MANKATO, MN

Position in ADSK

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$1,049,284

-$235,336 QoQ

Shares Held

5,397

+0.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.44%

of 13F equity value

Holder Rank

#542

of 1,189 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

LifePlan Financial, LLC holds $3,806,602 across 5 Software - Application names. ADSK ranks #2 (27.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc.	9,589	$1,502,212
2	ADSK	Autodesk, Inc. This page	5,397	$1,049,284
3	NOW	ServiceNow, Inc.	7,029	$697,839
4	ADP	Automatic Data Processing Inc	1,550	$347,122
5	ADBE	Adobe Inc.	1,025	$210,145

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,049,284	5,397	+0.6%	Shares	Sole	2026-07-21
2026-03-31	$1,284,620	5,366	+50.3%	Shares	Sole	2026-04-14
2025-12-31	$1,056,755	3,570	-6.3%	Shares	Sole	2026-01-20
2025-09-30	$1,210,958	3,812	+5.4%	Shares	Sole	2025-11-13
2025-06-30	$1,119,405	3,616	-9.1%	Shares	Sole	2025-07-09
2025-03-31	$1,041,702	3,979	+11.2%	Shares	Sole	2025-04-25
2024-12-31	$1,057,253	3,577	-1.1%	Shares	Sole	2025-01-17
2024-09-30	$996,686	3,618	+9.9%	Shares	Sole	2024-10-04
2024-06-30	$814,852	3,293	+0.9%	Shares	Sole	2024-07-30
2024-03-31	$849,750	3,263	+44.3%	Shares	Sole	2024-04-30
2023-12-31	$550,508	2,261	—	Shares	Sole	2024-01-30
No filing history on record for this holder in this stock.