Buck Wealth Strategies, LLC

Position in INTU — Intuit Inc.

CIK 1973259 DENVER, CO

Position in INTU

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

Position Value

$11,259,279

-$815,364 QoQ

Shares Held

43,139

+54.5% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

2.59%

of 13F equity value

Holder Rank

#337

of 1,736 holders

Holding Since

Sep 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Buck Wealth Strategies, LLC holds $14,449,218 across 24 Software - Application names. INTU ranks #1 (77.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	INTU	Intuit Inc. This page	43,139	$11,259,279
2	UBER	Uber Technologies, Inc	28,339	$2,044,942
3	SHOP	Shopify Inc.	3,702	$422,694
4	SNOW	Snowflake Inc.	1,104	$280,968
5	NOW	ServiceNow, Inc.	1,691	$167,882
6	IDCC	InterDigital, Inc.	559	$158,269
7	ADP	Automatic Data Processing Inc	193	$43,222
8	PAYX	Paychex Inc	233	$22,910

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,259,279	43,139	+54.5%	Shares	Sole	2026-07-30
2026-03-31	$12,074,643	27,926	+55.4%	Shares	Sole	2026-05-08
2025-12-31	$11,905,012	17,972	+9.0%	Shares	Sole	2026-02-03
2025-09-30	$11,257,771	16,485	+0.5%	Shares	Sole	2025-11-04
2025-06-30	$12,915,556	16,398	+6.8%	Shares	Sole	2025-08-04
2025-03-31	$9,428,430	15,356	+9.4%	Shares	Sole	2025-04-22
2024-12-31	$8,821,626	14,036	+27.6%	Shares	Sole	2025-01-27
2024-09-30	$6,831,621	11,001	-12.9%	Shares	Sole	2024-11-05
2024-06-30	$8,297,933	12,626	+148.3%	Shares	Sole	2024-08-15
2024-03-31	$3,305,250	5,085	-57.2%	Shares	Sole	2024-05-03
2023-12-31	$7,432,856	11,892	+27.1%	Shares	Sole	2024-01-23
2023-09-30	$4,782,398	9,360	+23300.0%	Shares	Sole	2023-11-06
2023-06-30	$18,327	40	+400.0%	Shares	Sole	2023-11-06
2023-03-31	$3,566	8	-99.9%	Shares	Sole	2023-11-06
2022-09-30	$3,215,916	8,303	—	Shares	Sole	2023-10-30
No filing history on record for this holder in this stock.