MONOGRAPH WEALTH ADVISORS, LLC

Position in INTU — Intuit Inc.

CIK 1776588 MANHATTAN BEACH, CA

Position in INTU

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,413,054

-$927,851 QoQ

Shares Held

5,414

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.64%

of 13F equity value

Holder Rank

#758

of 1,744 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

MONOGRAPH WEALTH ADVISORS, LLC holds $6,661,699 across 4 Software - Application names. INTU ranks #2 (21.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LIF	Life360, Inc.	84,761	$4,692,368
2	INTU	Intuit Inc. This page	5,414	$1,413,054
3	VIA	Via Transportation, Inc.	16,596	$301,051
4	MSTR	Strategy Inc	2,936	$255,226

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,413,054	5,414	0.0%	Shares	Sole	2026-08-14
2026-03-31	$2,340,905	5,414	0.0%	Shares	Sole	2026-05-13
2025-12-31	$3,586,341	5,414	0.0%	Shares	Sole	2026-02-13
2025-09-30	$3,697,274	5,414	-17.0%	Shares	Sole	2025-11-14
2025-06-30	$5,136,922	6,522	+0.1%	Shares	Sole	2025-08-14
2025-03-31	$3,999,530	6,514	-0.5%	Shares	Sole	2025-05-15
2024-12-31	$4,112,904	6,544	+0.5%	Shares	Sole	2025-02-18
2024-09-30	$4,045,194	6,514	0.0%	Shares	Sole	2024-11-14
2024-06-30	$4,281,065	6,514	0.0%	Shares	Sole	2024-08-15
2024-03-31	$4,234,100	6,514	-13.8%	Shares	Sole	2024-05-15
2023-12-31	$4,721,476	7,554	-0.7%	Shares	Sole	2024-02-15
2023-09-30	$3,888,764	7,611	0.0%	Shares	Sole	2023-11-16
2023-06-30	$3,487,284	7,611	0.0%	Shares	Sole	2023-08-14
2023-03-31	$3,393,212	7,611	+43.2%	Shares	Sole	2023-05-10
2022-12-31	$2,069,093	5,316	+0.2%	Shares	Sole	2023-02-15
2022-09-30	$2,055,507	5,307	-30.3%	Shares	Sole	2022-11-15
2022-06-30	$2,933,583	7,611	-0.5%	Shares	Sole	2022-08-10
2022-03-31	$3,678,906	7,651	0.0%	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.