OXFORD FINANCIAL GROUP, LTD. LLC

Position in INTU — Intuit Inc.

CIK 1245862 INDIANAPOLIS, IN

Position in INTU

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$256,563

-$162,845 QoQ

Shares Held

983

+1.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,284

of 1,740 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

OXFORD FINANCIAL GROUP, LTD. LLC holds $1,884,917 across 6 Software - Application names. INTU ranks #4 (13.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc.	3,149	$493,322
2	UBER	Uber Technologies, Inc	5,240	$378,118
3	SHOP	Shopify Inc.	2,406	$274,717
4	INTU	Intuit Inc. This page	983	$256,563
5	PCTY	Paylocity Holding Corp	2,387	$249,513
6	ADP	Automatic Data Processing Inc	1,039	$232,684

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$256,563	983	+1.3%	Shares	Sole	2026-08-11
2026-03-31	$419,408	970	-4.2%	Shares	Sole	2026-05-06
2025-12-31	$671,031	1,013	-1.1%	Shares	Sole	2026-02-13
2025-09-30	$699,299	1,024	+6.4%	Shares	Sole	2025-11-13
2025-06-30	$757,700	962	+20.9%	Shares	Sole	2025-08-14
2025-03-31	$488,736	796	+3.8%	Shares	Sole	2025-05-15
2024-12-31	$482,059	767	-64.7%	Shares	Sole	2025-02-11
2024-09-30	$1,348,812	2,172	-1.9%	Shares	Sole	2024-11-12
2024-06-30	$1,455,720	2,215	+3.8%	Shares	Sole	2024-08-14
2024-03-31	$1,387,100	2,134	-30.2%	Shares	Sole	2024-05-13
2023-12-31	$1,911,966	3,059	+46.1%	Shares	Sole	2024-02-14
2023-09-30	$1,069,908	2,094	+45.2%	Shares	Sole	2023-11-13
2023-06-30	$660,709	1,442	-9.5%	Shares	Sole	2023-08-10
2023-03-31	$710,653	1,594	0.0%	Shares	Sole	2023-05-12
2022-12-31	$620,416	1,594	+19.3%	Shares	Sole	2023-02-14
2022-09-30	$517,459	1,336	-1.0%	Shares	Sole	2022-11-02
2022-06-30	$519,958	1,349	-0.7%	Shares	Sole	2022-08-11
2022-03-31	$652,980	1,358	0.0%	Shares	Sole	2022-05-13
2021-12-31	$873,492	1,358	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.