WBH ADVISORY INC

Position in INTU — Intuit Inc.

CIK 1259671 BALTIMORE, MD

Position in INTU

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$425,691

-$279,520 QoQ

Shares Held

1,631

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,086

of 1,740 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 7% Shared 0% None 93%

Technology · as of Jun 30, 2026

WBH ADVISORY INC holds $1,979,141 across 4 Software - Application names. INTU ranks #3 (21.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOW	ServiceNow, Inc.	6,317	$627,151
2	ADP	Automatic Data Processing Inc	2,784	$623,476
3	INTU	Intuit Inc. This page	1,631	$425,691
4	CRM	Salesforce, Inc.	1,933	$302,823

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$425,691	1,631	0.0%	Shares	Sole	2026-08-05
2026-03-31	$705,211	1,631	+0.1%	Shares	Sole	2026-04-27
2025-12-31	$1,079,744	1,630	0.0%	Shares	Sole	2026-01-26
2025-09-30	$1,113,143	1,630	0.0%	Shares	Sole	2025-10-30
2025-06-30	$1,283,836	1,630	0.0%	Shares	Sole	2025-07-30
2025-03-31	$1,000,803	1,630	-3.0%	Shares	Sole	2025-05-12
2024-12-31	$1,056,508	1,681	-1.5%	Shares	Sole	2025-01-31
2024-09-30	$1,060,047	1,707	+0.1%	Shares	Sole	2024-10-15
2024-06-30	$1,121,200	1,706	0.0%	Shares	Sole	2024-07-11
2024-03-31	$1,108,900	1,706	-1.3%	Shares	Sole	2024-04-16
2023-12-31	$1,080,676	1,729	0.0%	Shares	Sole	2024-01-09
2023-09-30	$883,415	1,729	+0.1%	Shares	Sole	2023-10-10
2023-06-30	$791,752	1,728	-2.3%	Shares	Sole	2023-07-12
2023-03-31	$788,227	1,768	+7.2%	Shares	Sole	2023-04-20
2022-09-30	$639,078	1,650	-10.8%	Shares	Sole	2022-10-18
2022-06-30	$713,064	1,850	0.0%	Shares	Sole	2022-07-12
2022-03-31	$889,554	1,850	+3.4%	Shares	Sole	2022-04-29
2021-12-31	$1,151,363	1,790	-1.4%	Shares	Sole	2022-01-28
2021-09-30	$979,210	1,815	0.0%	Shares	Sole	2021-10-25
2021-06-30	$889,658	1,815	-3.2%	Shares	Sole	2021-07-27
2021-03-31	$718,237	1,875	-1.6%	Shares	Sole	2021-04-19
2020-12-31	$723,614	1,905	0.0%	Shares	Sole	2021-01-21
2020-09-30	$621,430	1,905	-2.6%	Shares	Sole	2020-10-27
2020-06-30	$579,051	1,955	-27.7%	Shares	Sole	2020-08-05
2020-03-31	$622,150	2,705	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.