Position in INTU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$584,379
-$4,251,949 QoQ
Shares Held
2,239
-69.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#988
of 1,740 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Derivatives in INTU
reported options exposure · as of Jun 30, 2026CallValue
$62,118
CallShares
238
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026Baer Investment Advisory LLC holds $6,232,524 across 3 Software - Application names. INTU ranks #3 (9.4% of the industry book) .
All Filings in INTU
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,118 | 238 | Call | Sole | 2026-08-12 | |
| 2026-06-30 | $584,379 | 2,239 | Shares | Sole | 2026-08-12 | |
| 2025-12-31 | $4,836,328 | 7,301 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $15,024 | 22 | Call | Sole | 2025-10-29 | |
| 2025-09-30 | $5,007,096 | 7,332 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $0 | 0 | Call | Sole | 2025-08-07 | |
| 2025-06-30 | $3,612,858 | 4,587 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,969,255 | 4,836 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,043,825 | 4,843 | Shares | Sole | 2025-02-20 | |
| No filing history on record for this holder in this stock. | ||||||