Position in ADSK
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$4,082
-$945 QoQ
Shares Held
21
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,109
of 1,188 holders
Holding Since
Sep 2023
12 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, 2026LGT Financial Advisors LLC holds $56,885 across 2 Software - Application names. ADSK ranks #2 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
537 | $52,803 | |
| 2 | ADSK |
Autodesk, Inc.
This page
|
21 | $4,082 |
All Filings in ADSK
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,082 | 21 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $5,027 | 21 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $6,216 | 21 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,671 | 21 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $8,047 | 26 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $5,497 | 21 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $44,630 | 151 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $41,597 | 151 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $62,109 | 251 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $167,186 | 642 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $163,131 | 670 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $135,526 | 655 | Shares | Sole | 2023-11-01 | |
| No filing history on record for this holder in this stock. | ||||||