Position in INTU
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$492,913
-$45,634 QoQ
Shares Held
1,140
+40.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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, 2026Leo Wealth, LLC holds $4,243,367 across 8 Software - Application names. INTU ranks #5 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
15,372 | $1,105,707 | |
| 2 | CRM |
Salesforce, Inc.
|
4,436 | $828,068 | |
| 3 | ADBE |
Adobe Inc.
|
2,558 | $621,798 | |
| 4 | SHOP |
Shopify Inc.
|
4,663 | $553,125 | |
| 5 | INTU |
Intuit Inc.
This page
|
1,140 | $492,913 | |
| 6 | NOW |
ServiceNow, Inc.
|
3,497 | $365,611 | |
| 7 | FICO |
Fair Isaac Corp
|
200 | $213,508 | |
| 8 | GRAB |
Grab Holdings Ltd
|
17,114 | $62,637 |
All Filings in INTU
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $492,913 | 1,140 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $538,547 | 813 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $263,603 | 386 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $516,685 | 656 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $208,756 | 340 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $245,743 | 391 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $211,761 | 341 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $206,363 | 314 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $226,850 | 349 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $200,009 | 320 | Shares | Sole | 2024-03-14 | |
| No filing history on record for this holder in this stock. | ||||||