Position in INTU
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$13,050
-$8,569 QoQ
Shares Held
50
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,599
of 1,740 holders
Holding Since
Dec 2022
15 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, 2026Tanglewood Legacy Advisors, LLC holds $155,293 across 5 Software - Application names. INTU ranks #3 (8.4% of the industry book) .
All Filings in INTU
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,050 | 50 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $21,619 | 50 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $33,121 | 50 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $34,145 | 50 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $39,381 | 50 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $30,699 | 50 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $31,425 | 50 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $31,050 | 50 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $32,860 | 50 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $32,500 | 50 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $31,251 | 50 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $25,547 | 50 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $22,909 | 50 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $22,291 | 50 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $19,461 | 50 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||