Virginia Estate & Retirement Planning Advisors Inc.

Pension

Position in INTU — Intuit Inc.

CIK 2115327 GLEN ALLEN, VA

Position in INTU

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$6,003

-$3,941 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,652

of 1,740 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Virginia Estate & Retirement Planning Advisors Inc. holds $97,121 across 5 Software - Application names. INTU ranks #4 (6.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	233	$52,180
2	PAYX	Paychex Inc	272	$26,745
3	NOW	ServiceNow, Inc.	65	$6,453
4	INTU	Intuit Inc. This page	23	$6,003
5	ADBE	Adobe Inc.	28	$5,740

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,003	23	0.0%	Shares	Sole	2026-07-28
2026-03-31	$9,944	23	—	Shares	Sole	2026-05-12
No filing history on record for this holder in this stock.