Position in INTU
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,506,492
-$1,578,971 QoQ
Shares Held
5,772
-19.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#742
of 1,744 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 78%
Shared 1%
None 21%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026First Western Trust Bank holds $3,183,661 across 4 Software - Application names. INTU ranks #1 (47.3% of the industry book) .
All Filings in INTU
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,506,492 | 5,772 | Shares | Other | 2026-07-29 | |
| 2026-03-31 | $3,085,463 | 7,136 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $5,058,901 | 7,637 | Shares | Other | 2026-02-12 | |
| 2025-09-30 | $5,290,503 | 7,747 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $6,371,138 | 8,089 | Shares | Other | 2025-08-08 | |
| 2025-03-31 | $5,003,403 | 8,149 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $5,531,428 | 8,801 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $5,687,118 | 9,158 | Shares | Other | 2024-11-07 | |
| 2024-06-30 | $6,742,974 | 10,260 | Shares | Other | 2024-08-05 | |
| 2024-03-31 | $7,861,750 | 12,095 | Shares | Other | 2024-05-16 | |
| 2023-12-31 | $7,946,005 | 12,713 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $6,810,830 | 13,330 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,225,426 | 13,587 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $6,019,150 | 13,501 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,140,817 | 13,208 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $5,186,601 | 13,391 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $4,899,713 | 12,712 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $6,472,586 | 13,461 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||