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PDS Planning, Inc

SEC CIK
0000838618
Latest filing
Aug 5, 2026

INTU holding history

Intuit Inc. in every 13F filed by PDS Planning, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

INTU overviewAll 13F holders of INTUFull Q2 2026 holdings

Shares (Q2 2026)
1,227
Value
$320.2K
% of portfolio
<0.1%
Quarters held
21
Since Q2 2021
Holdings of INTU by PDS Planning, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,227$320.2K<0.1%−503−29.1%ReducedHolders
Q1 20261,730$748.0K<0.1%+22+1.3%AddedHolders
Q4 20251,708$1.13M0.1%00.0%UnchangedHolders
Q3 20251,708$1.17M0.1%+23+1.4%AddedHolders
Q2 20251,685$1.33M0.1%+320+23.4%AddedHolders
Q1 20251,365$838.1K0.1%+130+10.5%AddedHolders
Q4 20241,235$776.2K0.1%−42−3.3%ReducedHolders
Q3 20241,277$793.0K0.1%+75+6.2%AddedHolders
Q2 20241,202$790.0K0.1%+58+5.1%AddedHolders
Q1 20241,144$743.6K0.1%+57+5.2%AddedHolders
Q4 20231,087$679.4K0.1%−3−0.3%ReducedHolders
Q3 20231,090$556.9K0.1%+36+3.4%AddedHolders
Q2 20231,054$482.9K0.1%+196+22.8%AddedHolders
Q1 2023858$382.5K0.1%+171+24.9%AddedHolders
Q4 2022687$267.4K<0.1%+87+14.5%AddedHolders
Q3 2022600$232.0K<0.1%−106−15.0%ReducedHolders
Q2 2022706$272.0K<0.1%+180+34.2%AddedHolders
Q1 2022526$253.0K<0.1%+12+2.3%AddedHolders
Q4 2021514$331.0K0.1%−1−0.2%ReducedHolders
Q3 2021515$278.0K0.1%+40+8.4%AddedHolders
Q2 2021475$233.0K0.1%+475NewHolders