Catherine Avery Investment Management LLC
Position in INTU — Intuit Inc.
CIK 2103454
LONGBOAT KEY, FL
Position in INTU
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$78,300
-$51,414 QoQ
Shares Held
300
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,468
of 1,740 holders
Holding Since
Dec 2024
7 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, 2026Catherine Avery Investment Management LLC holds $5,501,708 across 3 Software - Application names. INTU ranks #2 (1.4% of the industry book) .
All Filings in INTU
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78,300 | 300 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $129,714 | 300 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $198,726 | 300 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $204,873 | 300 | Shares | Sole | 2026-01-05 | |
| 2025-06-30 | $236,289 | 300 | Shares | Sole | 2026-01-05 | |
| 2025-03-31 | $184,197 | 300 | Shares | Sole | 2026-01-05 | |
| 2024-12-31 | $188,550 | 300 | Shares | Sole | 2026-01-05 | |
| No filing history on record for this holder in this stock. | ||||||