Prota Financial, LLC

Position in INTU — Intuit Inc.

CIK 2126257 HOUSTON, TX

Position in INTU

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$544,707

-$74,028 QoQ

Shares Held

2,087

+45.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.41%

of 13F equity value

Holder Rank

#1,004

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

Prota Financial, LLC holds $2,197,506 across 4 Software - Application names. INTU ranks #2 (24.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	2,858	$640,049
2	INTU	Intuit Inc. This page	2,087	$544,707
3	CRM	Salesforce, Inc.	3,312	$518,857
4	ADBE	Adobe Inc.	2,409	$493,893

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$544,707	2,087	+45.8%	Shares	Sole	2026-07-07
2026-03-31	$618,735	1,431	+92.3%	Shares	Sole	2026-04-10
2025-12-31	$492,840	744	—	Shares	Sole	2026-04-10
No filing history on record for this holder in this stock.