BlueSky Wealth Advisors, LLC

Position in INTU — Intuit Inc.

CIK 1704107 New Bern, NC

Position in INTU

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$209,583

-$203,339 QoQ

Shares Held

803

-15.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#1,379

of 1,740 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

BlueSky Wealth Advisors, LLC holds $242,149 across 2 Software - Application names. INTU ranks #1 (86.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	INTU	Intuit Inc. This page	803	$209,583
2	EGHT	8X8 Inc /De/	19,045	$32,566

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$209,583	803	-15.9%	Shares	Sole	2026-07-28
2026-03-31	$412,922	955	+24.7%	Shares	Sole	2026-04-16
2025-12-31	$507,413	766	0.0%	Shares	Sole	2026-01-26
2025-09-30	$523,109	766	-0.3%	Shares	Sole	2025-10-14
2025-06-30	$604,899	768	+0.3%	Shares	Sole	2025-07-14
2025-03-31	$470,316	766	0.0%	Shares	Sole	2025-04-21
2024-12-31	$481,431	766	0.0%	Shares	Sole	2025-01-16
2024-09-30	$475,686	766	0.0%	Shares	Sole	2024-10-11
2024-06-30	$503,422	766	0.0%	Shares	Sole	2024-07-17
2024-03-31	$497,900	766	0.0%	Shares	Sole	2024-04-12
2023-12-31	$478,772	766	0.0%	Shares	Sole	2024-02-12
2023-09-30	$391,380	766	-3.0%	Shares	Sole	2023-10-18
2023-06-30	$361,970	790	0.0%	Shares	Sole	2023-07-27
2023-03-31	$352,205	790	-0.6%	Shares	Sole	2023-05-10
2022-12-31	$309,429	795	+1.5%	Shares	Sole	2023-02-01
2022-09-30	$303,271	783	+0.5%	Shares	Sole	2022-11-03
2022-06-30	$300,257	779	0.0%	Shares	Sole	2022-08-02
2022-03-31	$374,574	779	+3.2%	Shares	Sole	2022-04-26
2021-12-31	$485,631	755	0.0%	Shares	Sole	2022-01-25
2021-09-30	$407,330	755	0.0%	Shares	Sole	2021-10-15
2021-06-30	$370,078	755	—	Shares	Sole	2021-07-27
No filing history on record for this holder in this stock.