Carolina Wealth Advisors, LLC

Position in ADSK — Autodesk, Inc.

CIK 1786411 MYRTLE BEACH, SC

Position in ADSK

as of Mar 31, 2026 · filed Apr 7, 2026 Compact

Position Value

$1,123,504

-$541,256 QoQ

Shares Held

4,693

-16.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.75%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Technology · as of Mar 31, 2026

Carolina Wealth Advisors, LLC holds $2,747,027 across 5 Software - Application names. ADSK ranks #2 (40.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PAYX	Paychex Inc	17,446	$1,607,125
2	ADSK	Autodesk, Inc. This page	4,693	$1,123,504
3	FSLY	Fastly, Inc.	406	$11,798
4	ROP	Roper Technologies Inc	13	$4,600
5	JTAI	Jet.AI Inc.	1	$0

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,123,504	4,693	-16.6%	Shares	Sole	2026-04-07
2025-12-31	$1,664,760	5,624	+6.5%	Shares	Sole	2026-01-21
2025-09-30	$1,677,297	5,280	+19.1%	Shares	Sole	2025-10-07
2025-06-30	$1,372,323	4,433	+40.1%	Shares	Sole	2025-07-22
2025-03-31	$828,335	3,164	+278.9%	Shares	Sole	2025-04-24
2024-12-31	$246,800	835	+277.8%	Shares	Sole	2025-01-14
2024-09-30	$60,881	221	—	Shares	Sole	2024-10-21
No filing history on record for this holder in this stock.