Outlook Wealth Advisors, LLC

Position in ADSK — Autodesk, Inc.

CIK 1767151 SHENANDOAH, TX

Position in ADSK

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$239,719

-$51,152 QoQ

Shares Held

1,233

+1.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#833

of 1,188 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Outlook Wealth Advisors, LLC holds $1,781,445 across 6 Software - Application names. ADSK ranks #5 (13.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CDNS	Cadence Design Systems Inc	1,135	$425,988
2	IDCC	InterDigital, Inc.	1,114	$315,406
3	NOW	ServiceNow, Inc.	3,126	$310,349
4	PAYX	Paychex Inc	2,645	$260,082
5	ADSK	Autodesk, Inc. This page	1,233	$239,719
6	UBER	Uber Technologies, Inc	3,186	$229,901

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$239,719	1,233	+1.5%	Shares	Sole	2026-08-03
2026-03-31	$290,871	1,215	-3.1%	Shares	Sole	2026-04-17
2025-12-31	$371,196	1,254	-0.9%	Shares	Sole	2026-02-11
2025-09-30	$402,170	1,266	-20.7%	Shares	Sole	2025-10-30
2025-06-30	$494,383	1,597	+0.6%	Shares	Sole	2025-08-11
2025-03-31	$415,738	1,588	+0.6%	Shares	Sole	2025-04-14
2024-12-31	$466,409	1,578	+4.1%	Shares	Sole	2025-01-14
2024-09-30	$417,627	1,516	+7.6%	Shares	Sole	2024-10-23
2024-06-30	$348,657	1,409	+11.3%	Shares	Sole	2024-07-18
2024-03-31	$329,691	1,266	+24.1%	Shares	Sole	2024-04-22
2023-12-31	$248,349	1,020	—	Shares	Sole	2024-01-29
No filing history on record for this holder in this stock.