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Simplicity Wealth,LLC

SEC CIK
0001913243
Latest filing
Aug 6, 2026

ADSK holding history

Autodesk, Inc. in every 13F filed by Simplicity Wealth,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)
1,265
Value
$245.9K
% of portfolio
<0.1%
Quarters held
11
Since Q4 2023
Holdings of ADSK by Simplicity Wealth,LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,265$245.9K<0.1%−816−39.2%ReducedHolders
Q1 20262,081$498.1K<0.1%+299+16.8%AddedHolders
Q4 20251,782$527.3K<0.1%−1,319−42.5%ReducedHolders
Q3 20253,101$984.9K0.1%−1,198−27.9%ReducedHolders
Q2 20254,299$1.33M0.1%+3,310+334.7%AddedHolders
Q1 2025989$258.9K<0.1%−82−7.7%ReducedHolders
Q4 20241,071$316.6K0.1%+30+2.9%AddedHolders
Q3 20241,041$286.8K<0.1%−3,340−76.2%ReducedHolders
Q2 20244,381$1.08M<0.1%−787−15.2%ReducedHolders
Q1 20245,168$1.35M<0.1%+4,301+496.1%AddedHolders
Q4 2023867$211.1K0.1%+867NewHolders