Position in INTU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$252,909
-$166,067 QoQ
Shares Held
969
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,290
of 1,740 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Tolleson Wealth Management, Inc. holds $1,209,858 across 3 Software - Application names. INTU ranks #3 (20.9% of the industry book) .
All Filings in INTU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $252,909 | 969 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $418,976 | 969 | Shares | Defined | 2026-07-28 | |
| 2025-12-31 | $641,884 | 969 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $661,739 | 969 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $763,213 | 969 | Shares | Defined | 2025-08-28 | |
| 2025-03-31 | $594,956 | 969 | Shares | Defined | 2025-08-28 | |
| 2024-12-31 | $612,787 | 975 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $601,749 | 969 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $636,836 | 969 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $629,850 | 969 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $605,654 | 969 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $495,100 | 969 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $443,986 | 969 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $432,009 | 969 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $377,154 | 969 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $375,313 | 969 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $373,491 | 969 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $465,933 | 969 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $623,280 | 969 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $522,785 | 969 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $527,422 | 1,076 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $412,172 | 1,076 | Shares | Defined | 2021-05-05 | |
| 2020-12-31 | $408,718 | 1,076 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $351,001 | 1,076 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $318,700 | 1,076 | Shares | Defined | 2020-11-20 | |
| 2020-03-31 | $247,480 | 1,076 | Shares | Defined | 2020-11-20 | |
| No filing history on record for this holder in this stock. | ||||||