Position in INTU
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$745,938
-$491,533 QoQ
Shares Held
2,858
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#920
of 1,740 holders
Holding Since
Jun 2024
9 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, 2026PRECEDENT WEALTH PARTNERS, LLC holds $3,221,241 across 3 Software - Application names. INTU ranks #2 (23.2% of the industry book) .
All Filings in INTU
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $745,938 | 2,858 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,237,471 | 2,862 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,561,323 | 2,357 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,440,940 | 2,110 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,464,204 | 1,859 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $912,389 | 1,486 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $605,245 | 963 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $541,512 | 872 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $336,491 | 512 | Shares | Sole | 2024-07-23 | |
| No filing history on record for this holder in this stock. | ||||||