TILIA FIDUCIARY PARTNERS, INC.

Position in INTU — Intuit Inc.

CIK 1910210 WILMINGTON, NC

Position in INTU

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$1,151,271

-$593,814 QoQ

Shares Held

4,411

+9.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.62%

of 13F equity value

Holder Rank

#814

of 1,740 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

TILIA FIDUCIARY PARTNERS, INC. holds $2,905,666 across 3 Software - Application names. INTU ranks #2 (39.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PTC	Ptc Inc.	13,680	$1,554,184
2	INTU	Intuit Inc. This page	4,411	$1,151,271
3	ADP	Automatic Data Processing Inc	894	$200,211

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,151,271	4,411	+9.3%	Shares	Sole	2026-08-18
2026-03-31	$1,745,085	4,036	+14.5%	Shares	Sole	2026-04-09
2025-12-31	$2,334,368	3,524	+5.2%	Shares	Sole	2026-01-12
2025-09-30	$2,288,431	3,351	+1.9%	Shares	Sole	2025-10-10
2025-06-30	$2,590,515	3,289	+1.3%	Shares	Sole	2025-07-21
2025-03-31	$1,993,625	3,247	+5.6%	Shares	Sole	2025-04-14
2024-12-31	$1,932,637	3,075	+2.0%	Shares	Sole	2025-01-10
2024-09-30	$1,872,936	3,016	+3.3%	Shares	Sole	2024-10-08
2024-06-30	$1,919,053	2,920	+6.6%	Shares	Sole	2024-07-11
2024-03-31	$1,779,700	2,738	+4.8%	Shares	Sole	2024-04-12
2023-12-31	$1,632,578	2,612	-0.2%	Shares	Sole	2024-01-12
2023-09-30	$1,337,640	2,618	+8.1%	Shares	Sole	2023-10-10
2023-06-30	$1,109,736	2,422	+12.9%	Shares	Sole	2023-07-13
2023-03-31	$956,751	2,146	+2.5%	Shares	Sole	2023-05-10
2022-12-31	$814,637	2,093	+3.9%	Shares	Sole	2023-02-10
2022-09-30	$780,449	2,015	0.0%	Shares	Sole	2022-10-27
2022-06-30	$776,661	2,015	+3.7%	Shares	Sole	2022-08-01
2022-03-31	$934,752	1,944	+0.7%	Shares	Sole	2022-04-18
2021-12-31	$1,242,057	1,931	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.