Position in INTU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$364,878
-$293,636 QoQ
Shares Held
1,398
-8.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,149
of 1,744 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Southeast Asset Advisors, LLC holds $3,453,444 across 4 Software - Application names. INTU ranks #4 (10.6% of the industry book) .
All Filings in INTU
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $364,878 | 1,398 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $658,514 | 1,523 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,008,865 | 1,523 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,405,428 | 2,058 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $706,504 | 897 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $544,609 | 887 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $651,754 | 1,037 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $482,517 | 777 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $510,652 | 777 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $505,050 | 777 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $454,396 | 727 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $322,914 | 632 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $289,576 | 632 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $281,764 | 632 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||