Cyndeo Wealth Partners, LLC

Position in INTU — Intuit Inc.

CIK 1950947 ST. PETERSBURG, FL

Position in INTU

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$2,342,214

-$1,561,745 QoQ

Shares Held

8,974

-0.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#635

of 1,740 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Cyndeo Wealth Partners, LLC holds $11,079,796 across 11 Software - Application names. INTU ranks #2 (21.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	23,358	$5,231,024
2	INTU	Intuit Inc. This page	8,974	$2,342,214
3	CDNS	Cadence Design Systems Inc	1,529	$573,864
4	FICO	Fair Isaac Corp	451	$538,845
5	CRM	Salesforce, Inc.	2,826	$442,721
6	PAYX	Paychex Inc	4,011	$394,401
7	UBER	Uber Technologies, Inc	5,026	$362,676
8	SHOP	Shopify Inc.	3,096	$353,501

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,342,214	8,974	-0.6%	Shares	Sole	2026-07-21
2026-03-31	$3,903,959	9,029	+46.0%	Shares	Sole	2026-04-13
2025-12-31	$4,096,405	6,184	+2.7%	Shares	Sole	2026-01-07
2025-09-30	$4,113,166	6,023	-2.3%	Shares	Sole	2025-10-10
2025-06-30	$4,856,526	6,166	+1.6%	Shares	Sole	2025-07-24
2025-03-31	$3,726,919	6,070	-11.5%	Shares	Sole	2025-04-17
2024-12-31	$4,312,767	6,862	+3.7%	Shares	Sole	2025-01-21
2024-09-30	$4,109,778	6,618	+21.9%	Shares	Sole	2024-10-18
2024-06-30	$3,568,650	5,430	+0.0%	Shares	Sole	2024-07-30
2024-03-31	$3,528,850	5,429	+9.5%	Shares	Sole	2024-04-17
2023-12-31	$3,100,148	4,960	+83.2%	Shares	Sole	2024-01-12
2023-09-30	$1,383,114	2,707	-8.8%	Shares	Sole	2023-10-10
2023-06-30	$1,359,449	2,967	+506.7%	Shares	Sole	2023-07-27
2023-03-31	$218,010	489	—	Shares	Sole	2023-04-25
No filing history on record for this holder in this stock.