POWER WEALTH MANAGEMENT LLC

Position in ADSK — Autodesk, Inc.

CIK 2001039 ALPHARETTA, GA

Position in ADSK

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,003,207

-$559,596 QoQ

Shares Held

5,160

-21.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.46%

of 13F equity value

Holder Rank

#550

of 1,188 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

POWER WEALTH MANAGEMENT LLC holds $2,328,320 across 6 Software - Application names. ADSK ranks #1 (43.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADSK	Autodesk, Inc. This page	5,160	$1,003,207
2	WDAY	Workday, Inc.	3,437	$420,757
3	SHOP	Shopify Inc.	3,111	$355,213
4	NOW	ServiceNow, Inc.	2,969	$294,762
5	UBER	Uber Technologies, Inc	3,141	$226,654
6	ALIT	Alight, Inc. / Delaware	2,476	$27,727

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,003,207	5,160	-21.0%	Shares	Sole	2026-08-03
2026-03-31	$1,562,803	6,528	-12.1%	Shares	Sole	2026-05-14
2025-12-31	$2,198,170	7,426	+0.1%	Shares	Sole	2026-02-17
2025-09-30	$2,355,523	7,415	-0.6%	Shares	Sole	2025-11-12
2025-06-30	$2,310,011	7,462	-1.8%	Shares	Sole	2025-08-12
2025-03-31	$1,989,680	7,600	+1.6%	Shares	Sole	2025-05-14
2024-12-31	$2,211,454	7,482	+0.3%	Shares	Sole	2025-02-13
2024-09-30	$2,055,080	7,460	+15.2%	Shares	Sole	2024-11-12
2024-06-30	$1,601,743	6,473	+67.6%	Shares	Sole	2024-08-13
2024-03-31	$1,006,002	3,863	+22.6%	Shares	Sole	2024-05-03
2023-12-31	$767,448	3,152	—	Shares	Sole	2024-02-06
No filing history on record for this holder in this stock.