Regent Peak Wealth Advisors LLC

Position in INTU — Intuit Inc.

CIK 1803329 ATLANTA, GA

Position in INTU

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$234,639

-$202,064 QoQ

Shares Held

899

-11.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,324

of 1,740 holders

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Regent Peak Wealth Advisors LLC holds $2,001,351 across 6 Software - Application names. INTU ranks #3 (11.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CDNS	Cadence Design Systems Inc	1,697	$636,918
2	ADP	Automatic Data Processing Inc	2,121	$474,997
3	INTU	Intuit Inc. This page	899	$234,639
4	ADBE	Adobe Inc.	1,130	$231,672
5	CRM	Salesforce, Inc.	1,383	$216,660
6	DDOG	Datadog, Inc.	793	$206,465

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$234,639	899	-11.0%	Shares	Sole	2026-07-10
2026-03-31	$436,703	1,010	-8.5%	Shares	Sole	2026-04-14
2025-12-31	$731,311	1,104	+1.4%	Shares	Sole	2026-01-08
2025-09-30	$743,688	1,089	+1.1%	Shares	Sole	2025-10-16
2025-03-31	$661,267	1,077	-11.2%	Shares	Sole	2025-04-14
2024-12-31	$762,370	1,213	-1.5%	Shares	Sole	2025-01-07
2024-09-30	$765,072	1,232	+6.4%	Shares	Sole	2024-10-16
2024-06-30	$761,049	1,158	+2.8%	Shares	Sole	2024-08-14
2024-03-31	$732,550	1,127	+0.4%	Shares	Sole	2024-05-01
2023-12-31	$701,908	1,123	+6.0%	Shares	Sole	2024-01-23
2023-09-30	$541,085	1,059	+11.9%	Shares	Sole	2023-11-03
2023-06-30	$433,447	946	+0.9%	Shares	Sole	2023-07-19
2023-03-31	$418,188	938	-3.7%	Shares	Sole	2023-04-24
2022-12-31	$379,100	974	-0.5%	Shares	Sole	2023-02-08
2022-09-30	$379,186	979	+6.3%	Shares	Sole	2022-11-14
2022-06-30	$354,990	921	+4.5%	Shares	Sole	2022-08-11
2022-03-31	$423,620	881	+0.5%	Shares	Sole	2022-05-03
2021-12-31	$564,103	877	+6.7%	Shares	Sole	2022-02-11
2021-09-30	$443,477	822	+0.9%	Shares	Sole	2021-11-08
2021-06-30	$399,488	815	+6.8%	Shares	Sole	2021-08-16
2021-03-31	$292,274	763	-5.9%	Shares	Sole	2021-04-28
2020-12-31	$308,058	811	+19.3%	Shares	Sole	2021-02-12
2020-09-30	$221,822	680	—	Shares	Sole	2020-11-04
No filing history on record for this holder in this stock.