Wellspring Financial Advisors, LLC

Position in INTU — Intuit Inc.

CIK 1811308 CLEVELAND, OH

Position in INTU

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$214,020

-$218,792 QoQ

Shares Held

820

-18.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,366

of 1,740 holders

Holding Since

Dec 2021

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Wellspring Financial Advisors, LLC holds $1,283,257 across 4 Software - Application names. INTU ranks #4 (16.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc.	3,010	$471,546
2	NOW	ServiceNow, Inc.	3,416	$339,140
3	WDAY	Workday, Inc.	2,112	$258,551
4	INTU	Intuit Inc. This page	820	$214,020

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$214,020	820	-18.1%	Shares	Sole	2026-07-20
2026-03-31	$432,812	1,001	+13.0%	Shares	Sole	2026-05-15
2025-12-31	$586,904	886	+152.4%	Shares	Sole	2026-02-11
2022-03-31	$168,774	351	+1.7%	Shares	Sole	2022-05-10
2021-12-31	$221,910	345	—	Shares	Sole	2022-01-03
No filing history on record for this holder in this stock.