GWM Advisors LLC

SEC CIK: 0001633516
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

INTU holding history

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

INTU overview All 13F holders of INTU Full Q2 2026 holdings

Shares (Q2 2026): 26,904
Value: $7.02M
% of portfolio: <0.1%
Quarters held: 22; Since Q1 2021

Holdings of INTU by GWM Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	26,904	$7.02M	<0.1%	−9,994−27.1%	Reduced	Holders
Q1 2026	36,898	$16.0M	0.1%	−62,881−63.0%	Reduced	Holders
Q4 2025	99,779	$66.1M	0.2%	+67,470+208.8%	Added	Holders
Q3 2025	32,309	$22.1M	0.1%	+1,948+6.4%	Added	Holders
Q2 2025	30,361	$23.9M	0.1%	+3,515+13.1%	Added	Holders
Q1 2025	26,846	$16.5M	0.1%	−3,054−10.2%	Reduced	Holders
Q4 2024	29,900	$18.8M	0.1%	+1,786+6.4%	Added	Holders
Q3 2024	28,114	$17.5M	0.1%	+6,135+27.9%	Added	Holders
Q2 2024	21,979	$14.4M	0.1%	+3,583+19.5%	Added	Holders
Q1 2024	18,396	$12.0M	0.1%	+1,280+7.5%	Added	Holders
Q4 2023	17,116	$10.8M	0.1%	+2,542+17.4%	Added	Holders
Q3 2023	14,574	$7.45M	0.1%	+478+3.4%	Added	Holders
Q2 2023	14,096	$6.46M	0.1%	+756+5.7%	Added	Holders
Q1 2023	13,340	$5.95M	0.1%	+816+6.5%	Added	Holders
Q4 2022	12,524	$2.42M	0.1%	−931−6.9%	Reduced	Holders
Q3 2022	13,455	$5.21M	0.1%	−227−1.7%	Reduced	Holders
Q2 2022	13,682	$5.27M	0.1%	−117−0.8%	Reduced	Holders
Q1 2022	13,799	$6.63M	0.1%	−2,299−14.3%	Reduced	Holders
Q4 2021	16,098	$10.4M	0.2%	+5,180+47.4%	Added	Holders
Q3 2021	10,918	$5.89M	0.1%	+3,396+45.1%	Added	Holders
Q2 2021	7,522	$3.69M	0.1%	−1,451−16.2%	Reduced	Holders
Q1 2021	8,973	$3.44M	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.