LIBERTY WEALTH MANAGEMENT LLC

Position in INTU — Intuit Inc.

CIK 1769302 OAKLAND, CA

Position in INTU

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

Position Value

$545,490

-$358,184 QoQ

Shares Held

2,090

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#1,002

of 1,740 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

LIBERTY WEALTH MANAGEMENT LLC holds $2,000,310 across 4 Software - Application names. INTU ranks #2 (27.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	4,213	$943,501
2	INTU	Intuit Inc. This page	2,090	$545,490
3	ADBE	Adobe Inc.	1,263	$258,940
4	CRM	Salesforce, Inc.	1,611	$252,379

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$545,490	2,090	0.0%	Shares	Sole	2026-08-06
2026-03-31	$903,674	2,090	+4.4%	Shares	Sole	2026-05-12
2025-12-31	$1,326,164	2,002	-0.1%	Shares	Sole	2026-02-04
2025-09-30	$1,368,551	2,004	+1.1%	Shares	Sole	2025-10-31
2025-06-30	$1,561,082	1,982	-0.9%	Shares	Sole	2025-08-01
2025-03-31	$1,227,366	1,999	-0.9%	Shares	Sole	2025-05-12
2024-12-31	$1,268,313	2,018	+1.1%	Shares	Sole	2025-02-10
2024-09-30	$1,239,516	1,996	-94.5%	Shares	Sole	2024-11-04
2024-06-30	$1,313	36,325	+1728.1%	Shares	Sole	2024-08-07
2024-03-31	$1,291,550	1,987	-0.5%	Shares	Sole	2024-05-03
2023-12-31	$1,247,559	1,996	-0.3%	Shares	Sole	2024-02-09
2023-09-30	$1,023,412	2,003	+2.0%	Shares	Sole	2023-11-13
2023-06-30	$899,885	1,964	+12.8%	Shares	Sole	2023-08-10
2023-03-31	$776,190	1,741	+1.8%	Shares	Sole	2023-05-03
2022-09-30	$662,704	1,711	+0.1%	Shares	Sole	2022-11-15
2022-06-30	$658,716	1,709	+0.1%	Shares	Sole	2022-08-15
2022-03-31	$820,793	1,707	+0.1%	Shares	Sole	2022-05-09
2021-12-31	$1,097,333	1,706	+0.1%	Shares	Sole	2022-02-15
2021-09-30	$919,864	1,705	+0.1%	Shares	Sole	2021-11-15
2021-06-30	$835,249	1,704	+0.2%	Shares	Sole	2021-08-13
2021-03-31	$651,585	1,701	0.0%	Shares	Sole	2021-05-17
2020-12-31	$646,124	1,701	+240.2%	Shares	Sole	2021-02-09
2020-09-30	$163,105	500	0.0%	Shares	Sole	2020-11-05
2020-06-30	$148,095	500	0.0%	Shares	Sole	2020-08-04
2020-03-31	$115,000	500	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.