Position in INTU
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$997,020
-$654,671 QoQ
Shares Held
3,820
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#851
of 1,740 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Inlet Private Wealth, LLC holds $3,086,930 across 3 Software - Application names. INTU ranks #2 (32.3% of the industry book) .
All Filings in INTU
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $997,020 | 3,820 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,651,691 | 3,820 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,545,017 | 3,842 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,623,740 | 3,842 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $3,008,746 | 3,820 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,345,441 | 3,820 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,400,870 | 3,820 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,377,188 | 3,828 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,515,799 | 3,828 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $2,488,200 | 3,828 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $2,392,614 | 3,828 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,955,878 | 3,828 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,753,951 | 3,828 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,706,637 | 3,828 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,489,934 | 3,828 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $1,482,660 | 3,828 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $1,475,464 | 3,828 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $1,840,655 | 3,828 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $2,468,678 | 3,838 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $2,096,535 | 3,886 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,904,800 | 3,886 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,488,571 | 3,886 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $1,481,415 | 3,900 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,273,523 | 3,904 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $1,156,325 | 3,904 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $897,920 | 3,904 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||