Skip to main content

WealthPLAN Partners, LLC

SEC CIK
0001639943
Latest filing
Jul 28, 2026

ADSK holding history

Autodesk, Inc. in every 13F filed by WealthPLAN Partners, LLC, 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 (Q4 2023)
0
Sold out in Q4 2023
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q1 2021
Holdings of ADSK by WealthPLAN Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20230$00.0%−6,232−100.0%Sold outHolders
Q3 20236,232$1.29M0.1%+3,189+104.8%AddedHolders
Q2 20233,043$622.6K0.1%−1,685−35.6%ReducedHolders
Q1 20234,728$984.2K0.1%−3,618−43.4%ReducedHolders
Q4 20228,346$1.90M0.1%–No prior filingHolders
Q2 2022––––Not filedHolders
Q1 20229,698$1.84M0.1%+1,668+20.8%AddedHolders
Q4 20218,030$2.01M0.1%+842+11.7%AddedHolders
Q3 20217,188$1.99M0.1%+319+4.6%AddedHolders
Q2 20216,869$2.26M0.2%+1,030+17.6%AddedHolders
Q1 20215,839$1.63M0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.