Position in INTU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$260,478
-$215,140 QoQ
Shares Held
998
-9.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,273
of 1,734 holders
Holding Since
Dec 2023
11 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, 2026TWIN PEAKS WEALTH ADVISORS, LLC holds $1,968,417 across 7 Software - Application names. INTU ranks #4 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
1,402 | $356,809 | |
| 2 | CRM |
Salesforce, Inc.
|
2,211 | $346,375 | |
| 3 | SHOP |
Shopify Inc.
|
2,399 | $273,917 | |
| 4 | INTU |
Intuit Inc.
This page
|
998 | $260,478 | |
| 5 | NOW |
ServiceNow, Inc.
|
2,598 | $257,929 | |
| 6 | UBER |
Uber Technologies, Inc
|
3,328 | $240,148 | |
| 7 | DDOG |
Datadog, Inc.
|
894 | $232,761 |
All Filings in INTU
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $260,478 | 998 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $475,618 | 1,100 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $793,579 | 1,198 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $856,369 | 1,254 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,021,556 | 1,297 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $986,681 | 1,607 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $376,471 | 599 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $368,253 | 593 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $436,387 | 664 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $449,150 | 691 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $413,144 | 661 | Shares | Sole | 2024-01-17 | |
| No filing history on record for this holder in this stock. | ||||||