Position in INTU
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,437
-$2,913 QoQ
Shares Held
17
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,664
of 1,740 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026IAG Wealth Partners, LLC holds $363,915 across 9 Software - Application names. INTU ranks #8 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSTR |
Strategy Inc
|
2,388 | $207,588 | |
| 2 | ADP |
Automatic Data Processing Inc
|
333 | $74,575 | |
| 3 | CRM |
Salesforce, Inc.
|
130 | $20,365 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
43 | $16,138 | |
| 5 | ROP |
Roper Technologies Inc
|
45 | $15,227 | |
| 6 | LYFT |
Lyft, Inc.
|
900 | $13,149 | |
| 7 | NOW |
ServiceNow, Inc.
|
107 | $10,622 | |
| 8 | INTU |
Intuit Inc.
This page
|
17 | $4,437 |
All Filings in INTU
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,437 | 17 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $7,350 | 17 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $11,261 | 17 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $11,609 | 17 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $13,389 | 17 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $10,437 | 17 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $10,684 | 17 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $10,557 | 17 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $11,172 | 17 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $11,050 | 17 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $10,625 | 17 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $8,685 | 17 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $7,789 | 17 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $7,579 | 17 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $6,616 | 17 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $6,584 | 17 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $6,552 | 17 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $8,174 | 17 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $10,934 | 17 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $9,171 | 17 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $8,332 | 17 | Shares | Sole | 2021-08-04 | |
| 2020-06-30 | $1,184 | 4 | Shares | Sole | 2021-02-11 | |
| 2020-03-31 | $920 | 4 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||