CBIZ Investment Advisory Services, LLC

Position in INTU — Intuit Inc.

CIK 1795934 INDEPENDENCE, OH

Position in INTU

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

Position Value

$1,827

-$1,199 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,701

of 1,740 holders

Holding Since

Mar 2020

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

CBIZ Investment Advisory Services, LLC holds $36,889 across 7 Software - Application names. INTU ranks #7 (5.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc.	58	$9,086
2	UBER	Uber Technologies, Inc	120	$8,659
3	CDNS	Cadence Design Systems Inc	19	$7,131
4	ADBE	Adobe Inc.	29	$5,945
5	NOW	ServiceNow, Inc.	23	$2,283
6	WDAY	Workday, Inc.	16	$1,958
7	INTU	Intuit Inc. This page	7	$1,827

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,827	7	0.0%	Shares	Sole	2026-08-13
2026-03-31	$3,026	7	-89.6%	Shares	Sole	2026-05-12
2025-12-31	$44,382	67	-11.8%	Shares	Sole	2026-02-09
2025-09-30	$51,901	76	+5.6%	Shares	Sole	2025-11-06
2025-06-30	$56,709	72	+44.0%	Shares	Sole	2025-08-11
2025-03-31	$30,699	50	+1566.7%	Shares	Sole	2025-06-03
2024-12-31	$1,885	3	—	Shares	Sole	2025-02-10
2020-03-31	$11,730	51	—	Principal	Sole	2020-05-15
No filing history on record for this holder in this stock.