Autodesk, Inc.
MX ˙ BMV ˙ US0527691069
SecurityMX:ADSK / Autodesk, Inc.
InstitutionFsb Premier Wealth Management, Inc.
Latest Disclosed Ownership1,325 shares
Latest Disclosed Value $ 317,205
Fsb Premier Wealth Management, Inc. reports 0.99% increase in ownership of ADSK / Autodesk, Inc.

On May 13, 2026 - Fsb Premier Wealth Management, Inc. filed a 13F-HR form disclosing ownership of 1,325 shares of Autodesk, Inc. (MX:ADSK) valued at $317,205 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 1,312 shares of Autodesk, Inc.. This represents a change in shares of 0.99% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F AUTODESK COMMON STOCK 052769106 1,325 13 0.99 317 -18.30 0.0994
2026-02-03 2025-12-31 13F AUTODESK COMMON STOCK 052769106 1,312 -47 -3.46 388 -9.98 0.1232
2025-10-31 2025-09-30 13F AUTODESK COMMON STOCK 052769106 1,359 -86 -5.95 432 -3.58 0.1420
2025-08-15 2025-06-30 13F AUTODESK COMMON STOCK 052769106 1,445 -5 -0.34 447 17.94 0.1596
2025-05-08 2025-03-31 13F AUTODESK COMMON STOCK 052769106 1,450 280 23.93 380 9.86 0.1481
2025-02-12 2024-12-31 13F AUTODESK COMMON STOCK 052769106 1,170 100 9.35 346 17.35 0.1387
2024-11-14 2024-09-30 13F AUTODESK COM 052769106 1,070 256 31.45 295 46.27 0.1208
2024-08-02 2024-06-30 13F AUTODESK COM 052769106 814 814 201 0.0909
2022-05-02 2022-03-31 13F/A-1 AUTODESK INC COM COM 052769106 0 -8 -100.00 0 -100.00
2022-04-14 2022-03-31 13F AUTODESK INC COM COM 052769106 0 -8 0
2022-02-03 2021-12-31 13F AUTODESK INC COM COM 052769106 8 8 2 0.0008
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.