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Steward Partners Investment Advisory, LLC: ADSK position timeline

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

Steward Partners Investment Advisory, LLC held 20,631 ADSK shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,631 shares
    Change vs previous 13F -1,271 shares

    0.02% of the 13F portfolio, value $4,011,079.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 21,902 shares
    Change vs previous 13F +1,299 shares

    0.03% of the 13F portfolio, value $5,243,338.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 20,603 shares
    Change vs previous 13F +805 shares

    0.03% of the 13F portfolio, value $6,098,694.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 19,798 shares
    Change vs previous 13F +1,745 shares

    0.04% of the 13F portfolio, value $6,289,231.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 18,053 shares
    Change vs previous 13F +1,046 shares

    0.04% of the 13F portfolio, value $5,588,667.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 17,007 shares
    Change vs previous 13F +778 shares

    0.04% of the 13F portfolio, value $4,452,433.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 16,229 shares
    Change vs previous 13F +553 shares

    0.04% of the 13F portfolio, value $4,796,805.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 15,676 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,318,425.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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