Position in INTU
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$223,155
-$343,214 QoQ
Shares Held
855
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,344
of 1,740 holders
Holding Since
Mar 2022
16 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, 2026SS&H Financial Advisors, Inc. holds $1,850,928 across 5 Software - Application names. INTU ranks #5 (12.1% of the industry book) .
All Filings in INTU
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,155 | 855 | Shares | Sole | 2026-08-04 | |
| 2025-12-31 | $566,369 | 855 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $646,032 | 946 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $823,860 | 1,046 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $726,350 | 1,183 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $801,337 | 1,275 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $791,775 | 1,275 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $837,942 | 1,275 | Shares | Sole | 2024-09-10 | |
| 2024-03-31 | $828,750 | 1,275 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $796,913 | 1,275 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $652,470 | 1,277 | Shares | Sole | 2023-10-18 | |
| 2023-03-31 | $702,182 | 1,575 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $470,177 | 1,208 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $467,882 | 1,208 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $465,611 | 1,208 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $580,854 | 1,208 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||