Position in INTU
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$285,534
-$256,670 QoQ
Shares Held
1,094
-12.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,237
of 1,740 holders
Holding Since
Dec 2024
7 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, 2026Alteri Wealth LLC holds $507,921 across 2 Software - Application names. INTU ranks #1 (56.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
This page
|
1,094 | $285,534 | |
| 2 | NOW |
ServiceNow, Inc.
|
2,240 | $222,387 |
All Filings in INTU
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $285,534 | 1,094 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $542,204 | 1,254 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $847,897 | 1,280 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $870,710 | 1,275 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,016,830 | 1,291 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $796,345 | 1,297 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $820,192 | 1,305 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||