Position in INTU
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$22,446
-$14,738 QoQ
Shares Held
86
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,546
of 1,740 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Derivatives in INTU
reported options exposure · as of Dec 31, 2022CallValue
$35,029
CallShares
90
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026Paladin Advisory Group, LLC holds $332,991 across 6 Software - Application names. INTU ranks #5 (6.7% of the industry book) .
All Filings in INTU
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,446 | 86 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $37,184 | 86 | Shares | Other | 2026-04-30 | |
| 2025-12-31 | $56,968 | 86 | Shares | Other | 2026-01-21 | |
| 2025-09-30 | $58,730 | 86 | Shares | Other | 2025-11-05 | |
| 2025-06-30 | $67,736 | 86 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $52,803 | 86 | Shares | Other | 2025-04-15 | |
| 2024-12-31 | $54,051 | 86 | Shares | Other | 2025-01-23 | |
| 2024-09-30 | $54,027 | 87 | Shares | Other | 2024-11-05 | |
| 2024-06-30 | $57,177 | 87 | Shares | Other | 2024-07-24 | |
| 2024-03-31 | $56,550 | 87 | Shares | Other | 2024-05-08 | |
| 2023-12-31 | $54,377 | 87 | Shares | Other | 2024-01-31 | |
| 2023-09-30 | $45,984 | 90 | Shares | Other | 2023-10-17 | |
| 2023-06-30 | $41,237 | 90 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $40,124 | 90 | Shares | Other | 2023-04-21 | |
| 2022-12-31 | $35,029 | 90 | Call | Other | 2023-01-11 | |
| 2022-09-30 | $36,408 | 94 | Call | Other | 2022-10-07 | |
| 2022-06-30 | $36,231 | 94 | Call | Other | 2022-07-06 | |
| 2022-03-31 | $45,198 | 94 | Shares | Other | 2022-04-15 | |
| 2021-12-31 | $60,462 | 94 | Call | Other | 2022-01-11 | |
| No filing history on record for this holder in this stock. | ||||||