Trek Financial, LLC

Position in INTU — Intuit Inc.

CIK 1768195 Scottsdale, AZ

Position in INTU

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$215,586

-$1,444,753 QoQ

Shares Held

826

-78.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,362

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

Trek Financial, LLC holds $23,175,245 across 5 Software - Application names. INTU ranks #5 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADBE	Adobe Inc.	63,726	$13,065,104
2	DOCU	Docusign, Inc.	171,737	$7,628,557
3	CRM	Salesforce, Inc.	12,678	$1,986,135
4	SAP	Sap SE	1,816	$279,863
5	INTU	Intuit Inc. This page	826	$215,586

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$215,586	826	-78.5%	Shares	Sole	2026-08-13
2026-03-31	$1,660,339	3,840	+52.0%	Shares	Sole	2026-05-13
2025-12-31	$1,673,935	2,527	+34.9%	Shares	Sole	2026-02-04
2025-09-30	$1,279,090	1,873	-79.8%	Shares	Sole	2025-10-31
2025-06-30	$7,299,754	9,268	+417.8%	Shares	Sole	2025-08-13
2025-03-31	$1,099,042	1,790	+33.4%	Shares	Sole	2025-04-30
2024-12-31	$843,447	1,342	+64.7%	Shares	Sole	2025-02-13
2024-09-30	$506,115	815	+18.8%	Shares	Sole	2024-11-14
2024-06-30	$450,846	686	—	Shares	Sole	2024-08-12
No filing history on record for this holder in this stock.