Naviter Wealth, LLC

Position in INTU — Intuit Inc.

CIK 1855567 LITTLE ROCK, AR

Position in INTU

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$537,660

-$711,918 QoQ

Shares Held

2,060

-28.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,013

of 1,748 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Technology · as of Jun 30, 2026

Naviter Wealth, LLC holds $8,233,111 across 7 Software - Application names. INTU ranks #6 (6.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SAP	Sap SE	19,650	$3,028,261
2	UBER	Uber Technologies, Inc	22,129	$1,596,828
3	CRM	Salesforce, Inc.	7,317	$1,146,281
4	NOW	ServiceNow, Inc.	11,002	$1,092,278
5	ADBE	Adobe Inc.	4,057	$831,766
6	INTU	Intuit Inc. This page	2,060	$537,660
7	CXAI	CXApp Inc.	200	$37

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$537,660	2,060	-28.7%	Shares	Sole	2026-08-07
2026-03-31	$1,249,578	2,890	-3.7%	Shares	Sole	2026-04-10
2025-12-31	$1,987,922	3,001	-15.0%	Shares	Sole	2026-01-21
2025-09-30	$2,412,038	3,532	+4.1%	Shares	Sole	2025-11-06
2025-06-30	$2,671,640	3,392	-0.3%	Shares	Sole	2025-07-28
2025-03-31	$2,088,793	3,402	-0.4%	Shares	Sole	2025-04-25
2024-12-31	$2,145,699	3,414	+19.0%	Shares	Sole	2025-02-07
2024-09-30	$1,782,270	2,870	+5.2%	Shares	Sole	2024-10-16
2024-06-30	$1,793,526	2,729	+8.9%	Shares	Sole	2024-08-02
2024-03-31	$1,628,900	2,506	+20.1%	Shares	Sole	2024-04-18
2023-12-31	$1,304,437	2,087	+25.3%	Shares	Sole	2024-02-05
2023-09-30	$850,715	1,665	-5.3%	Shares	Sole	2023-11-14
2023-06-30	$805,498	1,758	+20.0%	Shares	Sole	2023-07-20
2023-03-31	$653,140	1,465	—	Shares	Sole	2023-04-12
No filing history on record for this holder in this stock.