Ulland Investment Advisors, LLC

Position in INTU — Intuit Inc.

CIK 1911497 MINNEAPOLIS, MN

Position in INTU

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$458,316

+$109,818 QoQ

Shares Held

1,756

+117.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#1,062

of 1,744 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Ulland Investment Advisors, LLC holds $687,258 across 6 Software - Application names. INTU ranks #1 (66.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	INTU	Intuit Inc. This page	1,756	$458,316
2	DDOG	Datadog, Inc.	600	$156,216
3	CRM	Salesforce, Inc.	209	$32,741
4	ADBE	Adobe Inc.	118	$24,192
5	SAP	Sap SE	100	$15,411
6	AMPL	Amplitude, Inc.	50	$382

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$458,316	1,756	+117.9%	Shares	Sole	2026-07-16
2026-03-31	$348,498	806	+0.6%	Shares	Sole	2026-04-27
2025-12-31	$530,598	801	-3.8%	Shares	Sole	2026-01-08
2025-09-30	$568,864	833	+10.0%	Shares	Sole	2025-11-13
2025-06-30	$596,235	757	-1.3%	Shares	Sole	2025-07-24
2025-03-31	$470,930	767	0.0%	Shares	Sole	2025-04-15
2024-12-31	$482,059	767	-13.5%	Shares	Sole	2025-01-16
2024-09-30	$550,827	887	0.0%	Shares	Sole	2024-10-15
2024-06-30	$582,945	887	0.0%	Shares	Sole	2024-07-16
2024-03-31	$576,550	887	+11.2%	Shares	Sole	2024-04-25
2023-12-31	$498,773	798	-10.3%	Shares	Sole	2024-01-16
2023-09-30	$454,736	890	-16.9%	Shares	Sole	2023-10-23
2023-06-30	$490,721	1,071	-2.3%	Shares	Sole	2023-07-20
2023-03-31	$488,629	1,096	-5.1%	Shares	Sole	2023-04-17
2022-12-31	$449,549	1,155	-29.4%	Shares	Sole	2023-01-31
2022-09-30	$633,268	1,635	-7.1%	Shares	Sole	2022-10-12
2022-06-30	$678,374	1,760	-33.2%	Shares	Sole	2022-07-25
2022-03-31	$1,266,051	2,633	+2.9%	Shares	Sole	2022-05-09
2021-12-31	$1,645,356	2,558	—	Shares	Sole	2022-02-16
No filing history on record for this holder in this stock.