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Compass Ion Advisors, LLC

SEC CIK
0001621100
Latest filing
Aug 12, 2026

INTU holding history

Intuit Inc. in every 13F filed by Compass Ion Advisors, LLC, 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 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q3 2023
Holdings of INTU by Compass Ion Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−375−100.0%Sold outHolders
Q1 2025375$230.3K<0.1%+5+1.4%AddedHolders
Q4 2024370$232.6K<0.1%−4−1.1%ReducedHolders
Q3 2024374$232.3K<0.1%−10−2.6%ReducedHolders
Q2 2024384$249.6K<0.1%00.0%UnchangedHolders
Q1 2024384$249.6K<0.1%00.0%UnchangedHolders
Q4 2023384$240.0K<0.1%−17−4.2%ReducedHolders
Q3 2023401$204.9K<0.1%+401NewHolders