Allen Mooney & Barnes Investment Advisors LLC
Position in INTU — Intuit Inc.
CIK 2001461
Thomasville, GA
Position in INTU
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$8,149,203
-$5,458,227 QoQ
Shares Held
31,223
-0.8% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
1.41%
of 13F equity value
Holder Rank
#389
of 1,740 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Allen Mooney & Barnes Investment Advisors LLC holds $19,726,682 across 2 Software - Application names. INTU ranks #2 (41.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
56,470 | $11,577,479 | |
| 2 | INTU |
Intuit Inc.
This page
|
31,223 | $8,149,203 |
All Filings in INTU
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,149,203 | 31,223 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $13,607,430 | 31,471 | Shares | Sole | 2026-04-13 | |
| No filing history on record for this holder in this stock. | ||||||