Position in INTU
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$12,528
-$19,035 QoQ
Shares Held
48
-34.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,606
of 1,740 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026CrossGen Wealth, LLC holds $327,881 across 7 Software - Application names. INTU ranks #5 (3.8% of the industry book) .
All Filings in INTU
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,528 | 48 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $31,563 | 73 | Shares | Sole | 2026-04-22 | |
| No filing history on record for this holder in this stock. | ||||||