Beacon Financial Group
- SEC CIK
- 0001591379
- Latest filing
- Jul 16, 2026
ADSK holding history
Autodesk, Inc. in every 13F filed by Beacon Financial Group, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
ADSK overviewAll 13F holders of ADSKFull Q2 2026 holdings
- Shares (Q2 2026)
- 1,046
- Value
- $203.4K
- % of portfolio
- <0.1%
- Quarters held
- 15
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,046 | $203.4K | <0.1% | −204−16.3% | Reduced | Holders |
| Q1 2026 | 1,250 | $299.3K | <0.1% | +82+7.0% | Added | Holders |
| Q4 2025 | 1,168 | $345.7K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 1,168 | $371.0K | <0.1% | +38+3.4% | Added | Holders |
| Q2 2025 | 1,130 | $349.8K | <0.1% | +33+3.0% | Added | Holders |
| Q1 2025 | 1,097 | $287.2K | <0.1% | −74−6.3% | Reduced | Holders |
| Q4 2024 | 1,171 | $346.1K | <0.1% | −66−5.3% | Reduced | Holders |
| Q3 2024 | 1,237 | $340.8K | <0.1% | +41+3.4% | Added | Holders |
| Q2 2024 | 1,196 | $295.9K | <0.1% | −6−0.5% | Reduced | Holders |
| Q1 2024 | 1,202 | $313.0K | <0.1% | −46−3.7% | Reduced | Holders |
| Q4 2023 | 1,248 | $303.9K | <0.1% | +49+4.1% | Added | Holders |
| Q3 2023 | 1,199 | $266.0K | <0.1% | +14+1.2% | Added | Holders |
| Q2 2023 | 1,185 | $244.0K | <0.1% | −67−5.4% | Reduced | Holders |
| Q1 2023 | 1,252 | $248.0K | <0.1% | −222−15.1% | Reduced | Holders |
| Q4 2022 | 1,474 | $275.0K | <0.1% | +1,474 | New | Holders |