4WEALTH ADVISORS, INC.

Position in INTU — Intuit Inc.

CIK 2056676 Burr Ridge, IL

Position in INTU

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$356,526

-$236,266 QoQ

Shares Held

1,366

-0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

#497

of 848 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

4WEALTH ADVISORS, INC. holds $1,325,829 across 4 Software - Application names. INTU ranks #3 (26.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOW	ServiceNow, Inc.	5,118	$508,115
2	CRM	Salesforce, Inc.	2,852	$446,794
3	INTU	Intuit Inc. This page	1,366	$356,526
4	RCT	RedCloud Holdings plc	48,960	$14,394

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$356,526	1,366	-0.4%	Shares	Sole	2026-07-17
2026-03-31	$592,792	1,371	+40.8%	Shares	Sole	2026-04-27
2025-12-31	$645,197	974	+6.2%	Shares	Sole	2026-01-21
2025-09-30	$626,228	917	+24.3%	Shares	Sole	2025-10-28
2025-06-30	$581,270	738	-1.9%	Shares	Sole	2025-08-04
2025-03-31	$461,720	752	+31.0%	Shares	Sole	2025-05-05
2024-12-31	$360,759	574	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.