Trivium Point Advisory, LLC

Position in INTU — Intuit Inc.

CIK 1766564 WILTON, CT

Position in INTU

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$459,621

-$148,305 QoQ

Shares Held

1,761

+25.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,059

of 1,740 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Trivium Point Advisory, LLC holds $8,526,643 across 6 Software - Application names. INTU ranks #6 (5.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CDNS	Cadence Design Systems Inc	10,272	$3,855,287
2	CRM	Salesforce, Inc.	9,299	$1,456,781
3	ADBE	Adobe Inc.	6,046	$1,239,550
4	UBER	Uber Technologies, Inc	10,675	$770,308
5	NOW	ServiceNow, Inc.	7,505	$745,096
6	INTU	Intuit Inc. This page	1,761	$459,621

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$459,621	1,761	+25.2%	Shares	Sole	2026-08-06
2026-03-31	$607,926	1,406	-28.6%	Shares	Sole	2026-04-21
2025-12-31	$1,303,642	1,968	+11.4%	Shares	Sole	2026-01-26
2025-09-30	$1,206,019	1,766	+121.0%	Shares	Sole	2025-11-12
2025-06-30	$629,316	799	+52.8%	Shares	Sole	2025-07-17
2025-03-31	$321,116	523	+20.0%	Shares	Sole	2025-05-13
2024-12-31	$274,026	436	+20.1%	Shares	Sole	2025-02-13
2024-09-30	$225,423	363	+14.5%	Shares	Sole	2024-11-14
2024-06-30	$208,335	317	—	Shares	Sole	2024-08-14
No filing history on record for this holder in this stock.