Beacon Financial Strategies CORP

Position in INTU — Intuit Inc.

CIK 2084239 RALEIGH, NC

Position in INTU

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$14,355

-$9,425 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,581

of 1,740 holders

Holding Since

Sep 2021

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Beacon Financial Strategies CORP holds $325,951 across 5 Software - Application names. INTU ranks #3 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PAYX	Paychex Inc	2,958	$290,860
2	ADBE	Adobe Inc.	80	$16,401
3	INTU	Intuit Inc. This page	55	$14,355
4	SHOP	Shopify Inc.	27	$3,082
5	CRM	Salesforce, Inc.	8	$1,253

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,355	55	0.0%	Shares	Sole	2026-07-08
2026-03-31	$23,780	55	-29.5%	Shares	Sole	2026-04-08
2025-12-31	$51,668	78	-77.1%	Shares	Sole	2026-01-12
2024-03-31	$221,650	341	0.0%	Shares	Sole	2025-09-25
2023-12-31	$213,135	341	-13.9%	Shares	Sole	2025-09-25
2021-12-31	$254,715	396	-0.5%	Shares	Sole	2025-09-25
2021-09-30	$214,724	398	—	Shares	Sole	2025-09-25
No filing history on record for this holder in this stock.