Position in INTU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$466,407
-$71,473 QoQ
Shares Held
1,787
+43.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,052
of 1,740 holders
Holding Since
Sep 2023
12 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, 2026VANCE WEALTH, LLC holds $1,623,010 across 3 Software - Application names. INTU ranks #2 (28.7% of the industry book) .
All Filings in INTU
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $466,407 | 1,787 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $537,880 | 1,244 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $731,974 | 1,105 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $750,518 | 1,099 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $878,995 | 1,116 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $675,389 | 1,100 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $686,950 | 1,093 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $676,269 | 1,089 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $722,273 | 1,099 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,104,350 | 1,699 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,045,675 | 1,673 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $855,824 | 1,675 | Shares | Sole | 2023-11-03 | |
| No filing history on record for this holder in this stock. | ||||||