Elevated Private Wealth, LLC

Position in INTU — Intuit Inc.

CIK 2083411 BROOKFIELD, WI

Back to INTU Full portfolio

Position in INTU

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

Position Value

$1,042,695

-$381,508 QoQ

Shares Held

3,995

+85.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.00%

of 13F equity value

Holder Rank

#845

of 1,740 holders

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in INTU Over Time

Shares Held

Position Value (USD)

Derivatives in INTU

reported options exposure · as of Dec 31, 2025

CallValue

CallShares

PutValue

$2,649

PutShares

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, 2026

Elevated Private Wealth, LLC holds $6,642,613 across 5 Software - Application names. INTU ranks #5 (15.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADBE	Adobe Inc.	8,016	$1,643,440
2	CRM	Salesforce, Inc.	9,431	$1,477,460
3	NOW	ServiceNow, Inc.	12,648	$1,255,693
4	TEAM	Atlassian Corp	15,726	$1,223,325
5	INTU	Intuit Inc. This page	3,995	$1,042,695

All Filings in INTU

Export CSV

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,042,695	3,995	+85.8%	Shares	Sole	2026-07-30
2025-12-31	$2,649	4	—	Put	Sole	2026-02-12
2025-12-31	$1,424,203	2,150	—	Shares	Sole	2026-02-12
No filing history on record for this holder in this stock.