Position in INTU
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,045,305
-$2,229,248 QoQ
Shares Held
4,005
-16.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#841
of 1,740 holders
Holding Since
Dec 2022
13 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, 2026Compass Wealth Management LLC holds $8,930,047 across 4 Software - Application names. INTU ranks #3 (11.7% of the industry book) .
All Filings in INTU
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,045,305 | 4,005 | Shares | Sole | 2026-08-10 | |
| 2025-09-30 | $3,274,553 | 4,795 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,835,758 | 4,870 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,990,131 | 4,870 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $3,164,497 | 5,035 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $3,246,588 | 5,228 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $3,458,896 | 5,263 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $3,420,950 | 5,263 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $3,352,035 | 5,363 | Shares | Sole | 2024-01-04 | |
| 2023-09-30 | $2,868,417 | 5,614 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $2,576,860 | 5,624 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $2,529,639 | 5,674 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,210,380 | 5,679 | Shares | Sole | 2023-02-17 | |
| No filing history on record for this holder in this stock. | ||||||