SPWM Advisors LLC

Position in ADSK — Autodesk, Inc.

CIK 2111209 TRAVERSE CITY, MI

Position in ADSK

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$282,297

-$179,984 QoQ

Shares Held

1,452

-24.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

#795

of 1,188 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

SPWM Advisors LLC holds $1,060,881 across 4 Software - Application names. ADSK ranks #2 (26.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc.	1,922	$301,100
2	ADSK	Autodesk, Inc. This page	1,452	$282,297
3	ADBE	Adobe Inc.	1,171	$240,078
4	UBER	Uber Technologies, Inc	3,290	$237,406

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$282,297	1,452	-24.8%	Shares	Sole	2026-07-24
2026-03-31	$462,281	1,931	-8.7%	Shares	Sole	2026-05-14
2025-12-31	$625,765	2,114	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.