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Disclosery

Summit Financial, LLC: ADSK position timeline

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

Summit Financial, LLC held 13,077 ADSK shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,077 shares
    Change vs previous 13F +11,541 shares

    0.03% of the 13F portfolio, value $2,542,430.

    13F-HR 0001172661-26-003336 filed by Summit Financial, 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 1,536 shares
    Change vs previous 13F +75 shares

    <0.01% of the 13F portfolio, value $367,718.

    13F-HR 0001172661-26-002343 filed by Summit Financial, 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 1,461 shares
    Change vs previous 13F +32 shares

    0.01% of the 13F portfolio, value $432,471.

    13F-HR 0001172661-26-000703 filed by Summit Financial, 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 1,429 shares
    Change vs previous 13F -249 shares

    0.01% of the 13F portfolio, value $453,950.

    13F-HR 0001172661-25-004930 filed by Summit Financial, 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 1,678 shares
    Change vs previous 13F +130 shares

    0.01% of the 13F portfolio, value $519,458.

    13F-HR 0001765536-25-000007 filed by Summit Financial, 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 1,548 shares
    Change vs previous 13F -984 shares

    0.01% of the 13F portfolio, value $405,266.

    13F-HR 0001765536-25-000004 filed by Summit Financial, 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 2,532 shares
    Change vs previous 13F +399 shares

    0.03% of the 13F portfolio, value $748,383.

    13F-HR 0001765536-25-000001 filed by Summit Financial, 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 2,133 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $587,599.

    13F-HR 0001765536-24-000003 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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