Position in ADSK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$213,667
-$49,433 QoQ
Shares Held
1,099
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#869
of 1,188 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ADSK Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Uniting Wealth Partners, LLC holds $5,690,560 across 5 Software - Application names. ADSK ranks #5 (3.8% of the industry book) .
All Filings in ADSK
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,667 | 1,099 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $263,100 | 1,099 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $325,314 | 1,099 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $349,119 | 1,099 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $309,570 | 1,000 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $261,800 | 1,000 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $295,570 | 1,000 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||