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Disclosery

Apriem Advisors: ADSK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Apriem Advisors on ADSK, newest first. How the timeline and the estimate are built.

Apriem Advisors held 25,837 ADSK shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,837 shares
    Change vs previous 13F -840 shares

    0.43% of the 13F portfolio, value $5,023,230.

    13F-HR 0001172661-26-003521 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 26,677 shares
    Change vs previous 13F -969 shares

    0.61% of the 13F portfolio, value $6,386,474.

    13F-HR 0001172661-26-002007 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 27,646 shares
    Change vs previous 13F -417 shares

    0.75% of the 13F portfolio, value $8,183,492.

    13F-HR 0001172661-26-000785 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 28,063 shares
    Change vs previous 13F -1,399 shares

    0.84% of the 13F portfolio, value $8,914,773.

    13F-HR 0001172661-25-004676 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 29,462 shares
    Change vs previous 13F -7,245 shares

    0.97% of the 13F portfolio, value $9,120,551.

    13F-HR 0001172661-25-003301 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 36,707 shares
    Change vs previous 13F -5,879 shares

    1.13% of the 13F portfolio, value $9,609,893.

    13F-HR 0001172661-25-002047 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 42,586 shares
    Change vs previous 13F -2,773 shares

    1.44% of the 13F portfolio, value $12,587,144.

    13F-HR 0001172661-25-000495 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 45,359 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $12,495,497.

    13F-HR 0001172661-24-004892 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).