Position in INTU
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,573,721
-$1,280,514 QoQ
Shares Held
9,861
+10.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.42%
of 13F equity value
Holder Rank
#614
of 1,740 holders
Holding Since
Dec 2023
11 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, 2026Evergreen Private Wealth LLC holds $7,846,544 across 4 Software - Application names. INTU ranks #2 (32.8% of the industry book) .
All Filings in INTU
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,573,721 | 9,861 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,854,235 | 8,914 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $5,672,964 | 8,564 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $5,241,334 | 7,675 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $6,155,328 | 7,815 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $4,577,295 | 7,455 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $4,542,798 | 7,228 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $4,459,401 | 7,181 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $4,647,131 | 7,071 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,520,100 | 6,954 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $6,413,432 | 10,261 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||