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Moss Adams Wealth Advisors LLC: ADSK position timeline

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

Moss Adams Wealth Advisors LLC held 3,916 ADSK shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,916 shares
    Change vs previous 13F -167 shares

    0.05% of the 13F portfolio, value $761,350.

    13F-HR 0001661245-26-000004 filed by Moss Adams Wealth Advisors 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 4,083 shares
    Change vs previous 13F -184 shares

    0.07% of the 13F portfolio, value $977,471.

    13F-HR 0001661245-26-000002 filed by Moss Adams Wealth Advisors 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 4,267 shares
    Change vs previous 13F +41 shares

    0.09% of the 13F portfolio, value $1,263,075.

    13F-HR 0001661245-26-000001 filed by Moss Adams Wealth Advisors 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 4,226 shares
    Change vs previous 13F +26 shares

    0.1% of the 13F portfolio, value $1,342,475.

    13F-HR 0001661245-25-000006 filed by Moss Adams Wealth Advisors 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 4,200 shares
    Change vs previous 13F +335 shares

    0.12% of the 13F portfolio, value $1,300,195.

    13F-HR 0001661245-25-000004 filed by Moss Adams Wealth Advisors 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 3,865 shares
    Change vs previous 13F -3 shares

    0.11% of the 13F portfolio, value $1,011,857.

    13F-HR 0001661245-25-000003 filed by Moss Adams Wealth Advisors 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 3,868 shares
    Change vs previous 13F +52 shares

    0.12% of the 13F portfolio, value $1,143,266.

    13F-HR 0001661245-25-000001 filed by Moss Adams Wealth Advisors 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 3,816 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,051,233.

    13F-HR 0001661245-24-000005 filed by Moss Adams Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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