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Bradley & Co. Private Wealth Management, LLC

Position in INTU — Intuit Inc.

CIK 1861678 MIAMI, FL

Position in INTU

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$2,088
-$1,371 QoQ
Shares Held
8
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,696
of 1,740 holders
Holding Since
Jun 2022
16 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, 2026

Bradley & Co. Private Wealth Management, LLC holds $107,868 across 5 Software - Application names. INTU ranks #5 (1.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 INTU
Intuit Inc.
This page
8 $2,088

All Filings in INTU

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16 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,088 8
2026-03-31 $3,459 8
2025-12-31 $5,299 8
2025-09-30 $5,463 8
2025-06-30 $6,301 8
2025-03-31 $4,911 8
2024-12-31 $5,028 8
2024-06-30 $5,257 8
2024-03-31 $5,200 8
2023-12-31 $5,000 8
2023-09-30 $4,087 8
2023-06-30 $3,665 8
2023-03-31 $3,566 8
2022-12-31 $3,113 8
2022-09-30 $3,098 8
2022-06-30 $3,083 8