Position in INTU
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$223,972
-$156,257 QoQ
Shares Held
518
-9.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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 Mar 31, 2026BlackDiamond Wealth Management, LLC holds $903,597 across 3 Software - Application names. INTU ranks #3 (24.8% of the industry book) .
All Filings in INTU
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $223,972 | 518 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $380,229 | 574 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $355,113 | 520 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $452,099 | 574 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $247,437 | 403 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $266,484 | 424 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $227,286 | 366 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||