CFS Investment Advisory Services, LLC

Position in INTU — Intuit Inc.

CIK 1845688 TOTOWA, NJ

Position in INTU

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$206,973

-$20,237 QoQ

Shares Held

793

+131.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,384

of 1,740 holders

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

CFS Investment Advisory Services, LLC holds $3,394,640 across 4 Software - Application names. INTU ranks #3 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	9,547	$2,138,050
2	ROP	Roper Technologies Inc	2,519	$852,404
3	INTU	Intuit Inc. This page	793	$206,973
4	UBER	Uber Technologies, Inc	2,733	$197,213

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$206,973	793	+131.2%	Shares	Sole	2026-07-16
2025-12-31	$227,210	343	-0.6%	Shares	Sole	2026-02-10
2025-09-30	$235,603	345	+6.5%	Shares	Sole	2025-10-31
2025-06-30	$255,192	324	—	Shares	Sole	2025-08-11
No filing history on record for this holder in this stock.