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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

ADSK holding history

Autodesk, Inc. in every 13F filed by True Wealth Design, 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)
160
Value
$31.1K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of ADSK by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026160$31.1K<0.1%−163−50.5%ReducedHolders
Q1 2026323$77.3K<0.1%−366−53.1%ReducedHolders
Q4 2025689$204.0K0.1%+74+12.0%AddedHolders
Q3 2025615$195.3K0.1%+8+1.3%AddedHolders
Q2 2025607$187.9K0.1%+286+89.1%AddedHolders
Q1 2025321$84.0K<0.1%+309+2,575.0%AddedHolders
Q4 202412$3.52K<0.1%+5+71.4%AddedHolders
Q3 20247$1.93K<0.1%00.0%UnchangedHolders
Q2 20247$1.73K<0.1%+2+40.0%AddedHolders
Q1 20245$1.30K<0.1%+2+66.7%AddedHolders
Q4 20233$731<0.1%00.0%UnchangedHolders
Q3 20233$621<0.1%00.0%UnchangedHolders
Q2 20233$614<0.1%−50−94.3%ReducedHolders
Q1 202353$11.0K<0.1%00.0%UnchangedHolders
Q4 202253$9.90K<0.1%–No prior filingHolders