Position in INTU
as of Mar 31, 2026
· filed Apr 1, 2026
Position Value
$316,069
-$1,846,069 QoQ
Shares Held
731
-77.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
15 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 Mar 31, 2026Signature Wealth Management Group holds $4,747,777 across 4 Software - Application names. INTU ranks #3 (6.7% of the industry book) .
All Filings in INTU
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $316,069 | 731 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $2,162,138 | 3,264 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $2,162,775 | 3,167 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,535,380 | 3,219 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,962,926 | 3,197 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,925,095 | 3,063 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,787,859 | 2,879 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,849,388 | 2,814 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,785,550 | 2,747 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $1,747,583 | 2,796 | Shares | Sole | 2024-01-09 | |
| 2023-06-30 | $1,306,757 | 2,852 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $1,344,177 | 3,015 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,494,994 | 3,841 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $1,702,658 | 4,396 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,789,983 | 4,644 | Shares | Sole | 2022-07-14 | |
| No filing history on record for this holder in this stock. | ||||||