Advocacy Wealth Management, LLC

Position in INTU — Intuit Inc.

CIK 1569452 ATLANTA, GA

Position in INTU

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$8,225,154

-$7,118,282 QoQ

Shares Held

31,514

-11.2% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

1.71%

of 13F equity value

Holder Rank

#387

of 1,740 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 90% Shared 0% None 10%

Technology · as of Jun 30, 2026

Advocacy Wealth Management, LLC holds $38,313,774 across 5 Software - Application names. INTU ranks #3 (21.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	233,235	$16,830,237
2	NOW	ServiceNow, Inc.	105,607	$10,484,662
3	INTU	Intuit Inc. This page	31,514	$8,225,154
4	SNOW	Snowflake Inc.	6,625	$1,686,062
5	TEAM	Atlassian Corp	13,982	$1,087,659

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,225,154	31,514	-11.2%	Shares	Sole	2026-07-29
2026-03-31	$15,343,436	35,486	+43.3%	Shares	Sole	2026-05-12
2025-12-31	$16,404,831	24,765	-1.9%	Shares	Sole	2026-02-11
2025-09-30	$17,235,282	25,238	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.