Position in INTU
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$218,718
New position
Shares Held
838
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,356
of 1,740 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Application
Technology · as of Jun 30, 2026WealthPlan Investment Management, LLC holds $5,223,203 across 7 Software - Application names. INTU ranks #7 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
23,907 | $1,725,128 | |
| 2 | ADBE |
Adobe Inc.
|
5,809 | $1,190,961 | |
| 3 | NOW |
ServiceNow, Inc.
|
8,540 | $847,850 | |
| 4 | ADP |
Automatic Data Processing Inc
|
2,331 | $522,026 | |
| 5 | ROP |
Roper Technologies Inc
|
1,241 | $419,941 | |
| 6 | SHOP |
Shopify Inc.
|
2,615 | $298,579 | |
| 7 | INTU |
Intuit Inc.
This page
|
838 | $218,718 |
All Filings in INTU
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,718 | 838 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||