XXI WEALTH, LLC

Position in INTU — Intuit Inc.

CIK 2047463 CHICAGO, IL

Position in INTU

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$234,639

-$125,101 QoQ

Shares Held

899

+8.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,325

of 1,740 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 8% Shared 0% None 92%

Technology · as of Jun 30, 2026

XXI WEALTH, LLC holds $1,437,489 across 4 Software - Application names. INTU ranks #3 (16.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	8,718	$629,090
2	ADP	Automatic Data Processing Inc	1,538	$344,435
3	INTU	Intuit Inc. This page	899	$234,639
4	ZM	Zoom Communications, Inc.	2,657	$229,325

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$234,639	899	+8.1%	Shares	Sole	2026-08-14
2026-03-31	$359,740	832	+16.5%	Shares	Sole	2026-05-07
2025-12-31	$472,967	714	—	Shares	Sole	2026-02-12
No filing history on record for this holder in this stock.