Summit Financial, LLC
- SEC CIK
- 0001765536
- Latest filing
- Aug 12, 2026
ADSK holding history
Autodesk, Inc. in every 13F filed by Summit Financial, 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 (Q2 2026)
- 13,077
- Value
- $2.54M
- % of portfolio
- <0.1%
- Quarters held
- 12
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 13,077 | $2.54M | <0.1% | +11,541+751.4% | Added | Holders |
| Q1 2026 | 1,536 | $367.7K | <0.1% | +75+5.1% | Added | Holders |
| Q4 2025 | 1,461 | $432.5K | <0.1% | +32+2.2% | Added | Holders |
| Q3 2025 | 1,429 | $453.9K | <0.1% | −249−14.8% | Reduced | Holders |
| Q2 2025 | 1,678 | $519.5K | <0.1% | +130+8.4% | Added | Holders |
| Q1 2025 | 1,548 | $405.3K | <0.1% | −984−38.9% | Reduced | Holders |
| Q4 2024 | 2,532 | $748.4K | <0.1% | +399+18.7% | Added | Holders |
| Q3 2024 | 2,133 | $587.6K | <0.1% | +918+75.6% | Added | Holders |
| Q2 2024 | 1,215 | $300.7K | <0.1% | +1,215 | New | Holders |
| Q1 2024 | 0 | $0 | 0.0% | −837−100.0% | Sold out | Holders |
| Q4 2023 | 837 | $203.8K | <0.1% | +837 | New | Holders |
| Q4 2022 | 0 | $0 | 0.0% | −1,601−100.0% | Sold out | Holders |
| Q3 2022 | 1,601 | $299.1K | <0.1% | +1,601 | New | Holders |
| Q2 2022 | 0 | $0 | 0.0% | −1,135−100.0% | Sold out | Holders |
| Q1 2022 | 1,135 | $243.3K | <0.1% | +1,135 | New | Holders |