Position in INTU
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,340,905
-$1,245,436 QoQ
Shares Held
5,414
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.62%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026MONOGRAPH WEALTH ADVISORS, LLC holds $7,898,550 across 7 Software - Application names. INTU ranks #2 (29.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LIF |
Life360, Inc.
|
95,925 | $3,915,658 | |
| 2 | INTU |
Intuit Inc.
This page
|
5,414 | $2,340,905 | |
| 3 | NOW |
ServiceNow, Inc.
|
4,250 | $444,337 | |
| 4 | MSTR |
Strategy Inc
|
2,936 | $366,412 | |
| 5 | ADBE |
Adobe Inc.
|
1,325 | $322,081 | |
| 6 | CRM |
Salesforce, Inc.
|
1,394 | $260,217 | |
| 7 | VIA |
Via Transportation, Inc.
|
16,596 | $248,940 |
All Filings in INTU
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,340,905 | 5,414 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,586,341 | 5,414 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,697,274 | 5,414 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,136,922 | 6,522 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,999,530 | 6,514 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,112,904 | 6,544 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $4,045,194 | 6,514 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,281,065 | 6,514 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $4,234,100 | 6,514 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,721,476 | 7,554 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $3,888,764 | 7,611 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $3,487,284 | 7,611 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,393,212 | 7,611 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,069,093 | 5,316 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $2,055,507 | 5,307 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,933,583 | 7,611 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $3,678,906 | 7,651 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $4,921,276 | 7,651 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||