Alpha Omega Wealth Management LLC

Position in INTU — Intuit Inc.

CIK 1665633 RICHMOND, VA

Position in INTU

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$207,756

-$136,418 QoQ

Shares Held

796

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,382

of 1,740 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Alpha Omega Wealth Management LLC holds $3,358,592 across 6 Software - Application names. INTU ranks #6 (6.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADBE	Adobe Inc.	9,642	$1,976,802
2	PAYX	Paychex Inc	4,857	$477,588
3	ADP	Automatic Data Processing Inc	1,071	$239,850
4	ADSK	Autodesk, Inc.	1,218	$236,803
5	CRM	Salesforce, Inc.	1,403	$219,793
6	INTU	Intuit Inc. This page	796	$207,756

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$207,756	796	0.0%	Shares	Sole	2026-07-20
2026-03-31	$344,174	796	+0.5%	Shares	Sole	2026-04-07
2025-12-31	$524,636	792	0.0%	Shares	Sole	2026-01-22
2025-09-30	$540,864	792	-0.6%	Shares	Sole	2025-10-22
2025-06-30	$627,741	797	-1.5%	Shares	Sole	2025-07-15
2025-03-31	$496,717	809	0.0%	Shares	Sole	2025-04-15
2024-12-31	$508,456	809	0.0%	Shares	Sole	2025-01-24
2024-09-30	$502,389	809	-0.2%	Shares	Sole	2024-10-03
2024-06-30	$532,997	811	-1.0%	Shares	Sole	2024-07-25
2024-03-31	$532,350	819	-1.8%	Shares	Sole	2024-04-17
2023-12-31	$521,275	834	0.0%	Shares	Sole	2024-01-31
2023-09-30	$426,123	834	-1.1%	Shares	Sole	2023-10-11
2023-06-30	$386,254	843	0.0%	Shares	Sole	2023-07-31
2023-03-31	$375,834	843	-1.4%	Shares	Sole	2023-04-19
2022-12-31	$332,783	855	0.0%	Shares	Sole	2023-02-01
2022-09-30	$331,158	855	-3.7%	Shares	Sole	2022-10-19
2022-06-30	$342,270	888	0.0%	Shares	Sole	2022-07-21
2022-03-31	$426,985	888	0.0%	Shares	Sole	2022-04-29
2021-12-31	$571,179	888	0.0%	Shares	Sole	2022-01-18
2021-09-30	$479,084	888	-17.4%	Shares	Sole	2021-10-13
2021-06-30	$526,932	1,075	0.0%	Shares	Sole	2021-07-01
2021-03-31	$411,789	1,075	0.0%	Shares	Sole	2021-04-29
2020-12-31	$408,338	1,075	0.0%	Shares	Sole	2021-02-05
2020-09-30	$350,675	1,075	0.0%	Shares	Sole	2020-11-05
2020-06-30	$318,404	1,075	0.0%	Shares	Sole	2020-07-27
2020-03-31	$247,250	1,075	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.