Ponta Wealth Partners, LLC

Position in INTU — Intuit Inc.

CIK 2107740 WINTER PARK, FL

Position in INTU

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$263,088

+$58,573 QoQ

Shares Held

1,008

+113.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,268

of 1,740 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Ponta Wealth Partners, LLC holds $2,566,914 across 6 Software - Application names. INTU ranks #5 (10.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOW	ServiceNow, Inc.	9,263	$919,630
2	CRM	Salesforce, Inc.	3,206	$502,251
3	CDNS	Cadence Design Systems Inc	1,025	$384,703
4	DDOG	Datadog, Inc.	1,103	$287,177
5	INTU	Intuit Inc. This page	1,008	$263,088
6	ADP	Automatic Data Processing Inc	938	$210,065

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$263,088	1,008	+113.1%	Shares	Sole	2026-08-12
2026-03-31	$204,515	473	+37.1%	Shares	Sole	2026-05-11
2025-12-31	$228,534	345	—	Shares	Sole	2026-02-03
No filing history on record for this holder in this stock.