CM WEALTH ADVISORS LLC

Position in INTU — Intuit Inc.

CIK 1764581 BEACHWOOD, OH

Position in INTU

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$297,801

-$188,194 QoQ

Shares Held

1,141

+1.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,226

of 1,740 holders

Holding Since

Jun 2023

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

CM WEALTH ADVISORS LLC holds $3,031,758 across 6 Software - Application names. INTU ranks #3 (9.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NCNO	nCino, Inc.	109,424	$1,789,082
2	NOW	ServiceNow, Inc.	3,308	$328,418
3	INTU	Intuit Inc. This page	1,141	$297,801
4	SHOP	Shopify Inc.	2,474	$282,481
5	ASUR	Asure Software Inc	29,325	$232,840
6	CCC	CCC Intelligent Solutions Holdings Inc.	19,600	$101,136

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$297,801	1,141	+1.5%	Shares	Sole	2026-08-10
2026-03-31	$485,995	1,124	-8.3%	Shares	Sole	2026-05-08
2025-12-31	$812,126	1,226	+7.9%	Shares	Sole	2026-01-26
2024-03-31	$738,400	1,136	-14.5%	Shares	Sole	2024-05-13
2023-06-30	$608,476	1,328	—	Shares	Sole	2023-08-15
No filing history on record for this holder in this stock.