Unique Wealth Strategies, LLC

Position in ADSK — Autodesk, Inc.

CIK 2009809 BURR RIDGE, IL

Position in ADSK

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$657,917

-$296,570 QoQ

Shares Held

3,384

-15.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#630

of 1,186 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Unique Wealth Strategies, LLC holds $7,487,292 across 11 Software - Application names. ADSK ranks #7 (8.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADBE	Adobe Inc.	4,651	$953,548
2	CRM	Salesforce, Inc.	5,461	$855,520
3	NOW	ServiceNow, Inc.	8,585	$852,318
4	SNOW	Snowflake Inc.	3,132	$797,094
5	CVLT	Commvault Systems Inc	5,429	$769,452
6	YOU	Clear Secure, Inc.	11,880	$662,072
7	ADSK	Autodesk, Inc. This page	3,384	$657,917
8	UBER	Uber Technologies, Inc	8,062	$581,753

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$657,917	3,384	-15.1%	Shares	Sole	2026-07-15
2026-03-31	$954,487	3,987	-3.3%	Shares	Sole	2026-07-15
2025-12-31	$1,220,153	4,122	-32.2%	Shares	Sole	2026-07-14
2025-09-30	$1,930,480	6,077	-10.2%	Shares	Sole	2026-07-14
2025-06-30	$2,094,241	6,765	+36.1%	Shares	Sole	2026-07-14
2025-03-31	$1,301,407	4,971	+0.7%	Shares	Sole	2026-07-14
2024-12-31	$1,459,524	4,938	-28.1%	Shares	Sole	2026-07-14
2024-09-30	$1,891,445	6,866	+8.0%	Shares	Sole	2026-07-14
2024-06-30	$1,573,287	6,358	0.0%	Shares	Sole	2024-07-24
2024-03-31	$1,655,750	6,358	-1.7%	Shares	Sole	2024-04-26
2023-12-31	$1,575,559	6,471	—	Shares	Sole	2024-02-05
No filing history on record for this holder in this stock.