HF Advisory Group, LLC

Position in ADSK — Autodesk, Inc.

CIK 1963169 Annapolis, MD

Position in ADSK

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$677,748

-$132,142 QoQ

Shares Held

3,486

+3.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#625

of 1,188 holders

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

HF Advisory Group, LLC holds $3,762,706 across 4 Software - Application names. ADSK ranks #3 (18.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc.	10,647	$1,667,959
2	ADBE	Adobe Inc.	5,529	$1,133,555
3	ADSK	Autodesk, Inc. This page	3,486	$677,748
4	UBER	Uber Technologies, Inc	3,928	$283,444

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$677,748	3,486	+3.0%	Shares	Sole	2026-07-09
2026-03-31	$809,890	3,383	-8.3%	Shares	Sole	2026-04-21
2025-09-30	$1,172,202	3,690	-1.2%	Shares	Sole	2025-10-06
2025-06-30	$1,156,553	3,736	-5.6%	Shares	Sole	2025-07-10
2025-03-31	$1,035,942	3,957	+43.4%	Shares	Sole	2025-04-10
2024-12-31	$815,773	2,760	-1.8%	Shares	Sole	2025-01-15
2024-09-30	$774,374	2,811	-32.4%	Shares	Sole	2024-10-30
2024-06-30	$1,028,649	4,157	+91.3%	Shares	Sole	2024-07-18
2024-03-31	$565,892	2,173	+95.8%	Shares	Sole	2024-04-22
2023-12-31	$270,262	1,110	+12.3%	Shares	Sole	2024-01-31
2023-09-30	$204,427	988	—	Shares	Sole	2023-10-31
No filing history on record for this holder in this stock.