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Disclosery

Moran Wealth Management, LLC: ADSK position timeline

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

Moran Wealth Management, LLC held 47,309 ADSK shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,309 shares
    Change vs previous 13F +9,330 shares

    0.25% of the 13F portfolio, value $9,197,815.

    13F-HR 0001965334-26-000004 filed by Moran Wealth Management, LLC
    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 37,979 shares
    Change vs previous 13F -501 shares

    0.28% of the 13F portfolio, value $9,092,173.

    13F-HR 0002085853-26-000507 filed by Moran Wealth Management, LLC
    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 38,480 shares
    Change vs previous 13F +907 shares

    0.35% of the 13F portfolio, value $11,390,464.

    13F-HR 0002085853-26-000091 filed by Moran Wealth Management, LLC
    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 37,573 shares
    Change vs previous 13F -539 shares

    0.36% of the 13F portfolio, value $11,935,815.

    13F-HR 0002085853-25-000149 filed by Moran Wealth Management, LLC
    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 38,112 shares
    Change vs previous 13F -354 shares

    0.37% of the 13F portfolio, value $11,798,332.

    13F-HR 0001667731-25-000988 filed by Moran Wealth Management, LLC
    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 38,466 shares
    Change vs previous 13F +35,859 shares

    0.34% of the 13F portfolio, value $10,070,399.

    13F-HR 0001667731-25-000498 filed by Moran Wealth Management, LLC
    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 2,607 shares
    Change vs previous 13F -12 shares

    0.02% of the 13F portfolio, value $770,551.

    13F-HR 0001667731-25-000219 filed by Moran Wealth Management, LLC
    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 2,619 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $721,482.

    13F-HR 0001221073-24-000098 filed by Moran Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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