Elk River Wealth Management LLC

Position in INTU — Intuit Inc.

CIK 1844107 DENVER, CO

Position in INTU

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,162,385

-$3,462,014 QoQ

Shares Held

8,285

-36.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.62%

of 13F equity value

Holder Rank

#654

of 1,740 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Elk River Wealth Management LLC holds $7,903,377 across 3 Software - Application names. INTU ranks #2 (27.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	69,240	$4,996,358
2	INTU	Intuit Inc. This page	8,285	$2,162,385
3	CDNS	Cadence Design Systems Inc	1,984	$744,634

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,162,385	8,285	-36.3%	Shares	Sole	2026-08-12
2026-03-31	$5,624,399	13,008	-3.7%	Shares	Sole	2026-04-17
2025-12-31	$8,948,631	13,509	-2.1%	Shares	Sole	2026-02-06
2025-09-30	$9,426,206	13,803	-0.7%	Shares	Sole	2025-10-23
2025-06-30	$10,944,906	13,896	-1.5%	Shares	Sole	2025-07-11
2025-03-31	$8,659,714	14,104	-0.5%	Shares	Sole	2025-04-11
2024-12-31	$8,909,616	14,176	+0.1%	Shares	Sole	2025-02-03
2024-09-30	$8,798,328	14,168	+1.0%	Shares	Sole	2024-10-11
2024-06-30	$9,221,970	14,032	+0.9%	Shares	Sole	2024-07-31
2024-03-31	$9,042,800	13,912	-9.1%	Shares	Sole	2024-04-15
2023-12-31	$9,568,584	15,309	+0.3%	Shares	Sole	2024-01-18
2023-09-30	$7,797,966	15,262	+0.1%	Shares	Sole	2023-10-10
2023-06-30	$6,983,273	15,241	-2.5%	Shares	Sole	2023-07-17
2023-03-31	$6,967,877	15,629	+3.1%	Shares	Sole	2023-04-12
2022-12-31	$5,900,185	15,159	-0.3%	Shares	Sole	2023-01-20
2022-09-30	$5,887,651	15,201	+2.8%	Shares	Sole	2022-10-17
2022-06-30	$5,698,730	14,785	+2.0%	Shares	Sole	2022-07-12
2022-03-31	$6,971,699	14,499	+6.6%	Shares	Sole	2022-04-18
2021-12-31	$8,751,651	13,606	+1.2%	Shares	Sole	2022-02-11
2021-09-30	$7,250,474	13,439	+2.9%	Shares	Sole	2021-11-15
2021-06-30	$6,402,110	13,061	+1.2%	Shares	Sole	2021-07-22
2021-03-31	$4,943,772	12,906	+8.8%	Shares	Sole	2021-04-27
2020-12-31	$4,507,679	11,867	—	Shares	Sole	2021-02-08
No filing history on record for this holder in this stock.