Position in ADSK
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$87,100
-$22,305 QoQ
Shares Held
448
-2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#941
of 1,188 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ADSK Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Dynamic Wealth Strategies, LLC holds $768,542 across 5 Software - Application names. ADSK ranks #4 (11.3% of the industry book) .
All Filings in ADSK
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $87,100 | 448 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $109,405 | 457 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $199,214 | 673 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $129,927 | 409 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $120,422 | 389 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $109,432 | 418 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $113,497 | 412 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $101,701 | 411 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $105,990 | 407 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||