Position in INTU
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$347,913
-$215,478 QoQ
Shares Held
1,333
+2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,165
of 1,740 holders
Holding Since
Dec 2025
3 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, 2026Worthington Financial Partners, LLC holds $2,473,978 across 3 Software - Application names. INTU ranks #3 (14.1% of the industry book) .
All Filings in INTU
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $347,913 | 1,333 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $563,391 | 1,303 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $830,012 | 1,253 | Shares | Sole | 2026-03-05 | |
| No filing history on record for this holder in this stock. | ||||||