Position in INTU
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$211,932
-$164,670 QoQ
Shares Held
812
-6.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,371
of 1,740 holders
Holding Since
Mar 2020
26 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, 2026JFS WEALTH ADVISORS, LLC holds $1,422,334 across 54 Software - Application names. INTU ranks #2 (14.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
1,639 | $367,054 | |
| 2 | INTU |
Intuit Inc.
This page
|
812 | $211,932 | |
| 3 | ROP |
Roper Technologies Inc
|
468 | $158,366 | |
| 4 | IDCC |
InterDigital, Inc.
|
456 | $129,107 | |
| 5 | DDOG |
Datadog, Inc.
|
369 | $96,072 | |
| 6 | CRM |
Salesforce, Inc.
|
590 | $92,429 | |
| 7 | SHOP |
Shopify Inc.
|
605 | $69,078 | |
| 8 | UBER |
Uber Technologies, Inc
|
832 | $60,037 |
All Filings in INTU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,932 | 812 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $376,602 | 871 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $589,553 | 890 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $598,912 | 877 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $690,751 | 877 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $536,013 | 873 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $559,993 | 891 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $552,069 | 889 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $582,945 | 887 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,028,950 | 1,583 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $977,546 | 1,564 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $790,935 | 1,548 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $709,278 | 1,548 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $690,144 | 1,548 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $603,680 | 1,551 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $599,958 | 1,549 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $597,046 | 1,549 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $736,646 | 1,532 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $969,332 | 1,507 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $755,853 | 1,401 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $681,826 | 1,391 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $532,836 | 1,391 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $517,735 | 1,363 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $428,966 | 1,315 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $389,489 | 1,315 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $302,450 | 1,315 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||