Position in INTU
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$18,009
-$23,067 QoQ
Shares Held
69
-27.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#530
of 626 holders
Holding Since
Mar 2025
6 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, 2026Sarver Vrooman Wealth Advisors holds $77,780 across 3 Software - Application names. INTU ranks #2 (23.2% of the industry book) .
All Filings in INTU
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,009 | 69 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $41,076 | 95 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $62,929 | 95 | Shares | Sole | 2026-04-23 | |
| 2025-09-30 | $66,925 | 98 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $77,187 | 98 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $60,171 | 98 | Shares | Sole | 2025-07-08 | |
| No filing history on record for this holder in this stock. | ||||||