JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC

Pension

Position in ADSK — Autodesk, Inc.

CIK 2122180 AMMON, ID

Back to ADSK Full portfolio

Position in ADSK

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

Position Value

$690,967

-$223,301 QoQ

Shares Held

3,554

-6.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.66%

of 13F equity value

Holder Rank

#620

of 1,188 holders

Holding Since

Dec 2025

3 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, 2026

JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC holds $3,431,365 across 5 Software - Application names. ADSK ranks #3 (20.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHOP	Shopify Inc.	9,725	$1,110,400
2	CRM	Salesforce, Inc.	5,500	$861,629
3	ADSK	Autodesk, Inc. This page	3,554	$690,967
4	ADP	Automatic Data Processing Inc	2,512	$562,562
5	NOW	ServiceNow, Inc.	2,073	$205,807

All Filings in ADSK

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3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$690,967	3,554	-6.9%	Shares	Sole	2026-07-24
2026-03-31	$914,268	3,819	-74.4%	Shares	Other	2026-05-15
2025-12-31	$4,418,836	14,928	—	Shares	Other	2026-04-29
No filing history on record for this holder in this stock.