Position in INTU
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$222,372
-$114,452 QoQ
Shares Held
852
+9.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,347
of 1,740 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026PRIVATE CLIENT SERVICES, LLC holds $1,877,865 across 3 Software - Application names. INTU ranks #3 (11.8% of the industry book) .
All Filings in INTU
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $222,372 | 852 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $336,824 | 779 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $514,037 | 776 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $528,572 | 774 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $606,475 | 770 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $467,860 | 762 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $484,573 | 771 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $478,170 | 770 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $505,394 | 769 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $498,550 | 767 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $457,521 | 732 | Shares | Sole | 2024-01-30 | |
| No filing history on record for this holder in this stock. | ||||||