Position in INTU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$274,311
-$179,688 QoQ
Shares Held
1,051
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,249
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, 2026Heritage Wealth Advisors holds $1,619,925 across 15 Software - Application names. INTU ranks #2 (16.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
3,400 | $761,430 | |
| 2 | INTU |
Intuit Inc.
This page
|
1,051 | $274,311 | |
| 3 | PAYX |
Paychex Inc
|
2,672 | $262,737 | |
| 4 | CRM |
Salesforce, Inc.
|
799 | $125,171 | |
| 5 | ADBE |
Adobe Inc.
|
389 | $79,752 | |
| 6 | SHOP |
Shopify Inc.
|
310 | $35,395 | |
| 7 | NOW |
ServiceNow, Inc.
|
293 | $29,089 | |
| 8 | PTC |
Ptc Inc.
|
171 | $19,427 |
All Filings in INTU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,311 | 1,051 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $453,999 | 1,050 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $670,369 | 1,012 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $740,274 | 1,084 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $958,545 | 1,217 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $747,225 | 1,217 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $794,424 | 1,264 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $963,171 | 1,551 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,008,817 | 1,535 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $1,002,300 | 1,542 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $958,796 | 1,534 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $783,781 | 1,534 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $702,863 | 1,534 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $696,832 | 1,563 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $639,488 | 1,643 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $569,747 | 1,471 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $232,805 | 604 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $128,865 | 268 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $172,382 | 268 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $144,588 | 268 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $131,365 | 268 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $102,660 | 268 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $101,799 | 268 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $87,424 | 268 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $79,378 | 268 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $61,640 | 268 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||