Position in ADSK
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$926,216
-$197,288 QoQ
Shares Held
4,764
+1.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#568
of 1,188 holders
Holding Since
Sep 2024
8 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 Jun 30, 2026Carolina Wealth Advisors, LLC holds $2,645,052 across 4 Software - Application names. ADSK ranks #2 (35.0% of the industry book) .
All Filings in ADSK
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $926,216 | 4,764 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,123,504 | 4,693 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $1,664,760 | 5,624 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,677,297 | 5,280 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $1,372,323 | 4,433 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $828,335 | 3,164 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $246,800 | 835 | 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. | ||||||