Position in INTU
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$399,330
-$305,017 QoQ
Shares Held
1,530
-6.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,119
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, 2026Beverly Hills Private Wealth, LLC holds $1,297,831 across 3 Software - Application names. INTU ranks #2 (30.8% 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 | $399,330 | 1,530 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $704,347 | 1,629 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,071,133 | 1,617 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,130,214 | 1,655 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,313,765 | 1,668 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $959,051 | 1,562 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,017,541 | 1,619 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,032,102 | 1,662 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,079,794 | 1,643 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,039,350 | 1,599 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $968,795 | 1,550 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $793,489 | 1,553 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $733,104 | 1,600 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $790,010 | 1,772 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $621,584 | 1,597 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||